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10 Nov
401(k) 403(b) 457 IRA Roth Educational Workshop

Description

Save the date!!!

401(k) 403(b) 457 IRA Roth Educational Workshop


Thursday, November 10th, 6 p.m. (30 min)
Woodward Park Regional Library – 944 E. Perrin Ave, Fresno 93720 @ Champlain & Perrin

More than $1 trillion sitting unclaimed at former employer 401(k) plans

About $1.35 trillion are in “forgotten” unclaimed 401(k) plans by more than 24 million participants with 2.8 million 401(k) plans left behind every year. Are any of those dollars yours?

From this educational workshop you will:

Learn how to locate those misplaced 401(k) accounts.

Find out what the difference is between a traditional IRA and a Roth.

Learn the basics of a Roth and traditional IRA.

Get answers to questions such as:

How do I roll my 401(k) over to an IRA?

Learn how to rollover your account in days!

Will I have to incur penalties and pay taxes if I roll my 401(k) over?


Who: Tom Marsella (Registered Investment Advisor)
         Darin Marsella (Licensed insurance agent CA)
                                 #0B88995







This workshop is for educational purposes only. No products will be discussed or sold. We are not CPA’s or attorneys. Always consult with your tax advisor for current IRS rules and regulations regarding IRA/Roth/401(k)/403(b)/457 plans to make sure it is in your best interest. * Capitalize is not affiliated with Retirement Concepts of America and data is only used for research educational purposes only. (https://www.hicapitalize.com/resources/the-true-cost-of-forgotten-401ks/#resources) The true cost of forgotten 401(k) accounts is authored by the Capitalize research team May 2021

Date and Time

Thu, Nov 10, 2022

6:00p - 6:30p PST

Location

Woodward Park Regional Library

944 E. Perrin Ave
Fresno , CA 93720

Note

Southwest corner of Champlain & Perrin

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PT30M

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