Bridging the Gap: Building a Community of Financial Well-being

2018 AFCPE® Research and Training Symposium

AFCPE Pre-Symposium: Monday, November 12 - Wednesday, November 14
AFCPE Symposium: Wednesday, November 14 - Friday, November 16
Schedule Subject to Change

Title: Should You Rollover 401(k) Plan Proceeds to an IRA?
Friday, November 17th, 2017
The question posited by this presentation is one of the most common questions in retirement distribution planning. The major retirement plan sponsored by employers today is the Section 401(k) plan featuring elective deferrals by the employee and, often times, matching employer contributions. Similarly, the most popular type of personal savings plan is the traditional deductible individual retirement account or annuity (IRA). This presentation discusses when you should "roll" (make a tax-free exchange of) a 401(k) plan distribution at separation of service to an IRA. The decision is not as straightforward as many 401(k) plan participants pretend it to be.

CFP Pre-Approved Session - 1 CEU
Session Slides: 122050-2-47068.pptx