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06/07/2022 at 6:30 pm - 8:30 pm

Denton Civic Center
321 E. McKinney Street
Denton, TX 76201

Rolling Over Your 401k
In Person Class
Course Code: KBWDC0607

This Course is offered
FREE of Charge
 Advance Registration is Required.
Register Early – Space is Limited

To Register –
Register on-line now! or
Register by phone     940-340-5926       (lines open 24/7)


How to Avoid Common Mistakes that Can Cost You Money

This course is designed for those who are preparing for retirement or in the early stages of retirement, have a 401k with a current or previous employer, and want to gain a better understanding of their 401k rollover options. Our goal is to take the confusion out of retiring or changing jobs and empower you to understand your 401k plan and the best options for rolling it over.

For many people, your 401k is your largest asset and, outside of Social Security, it is where the majority of your retirement income will come from.  Therefore, what you do with it has a direct impact on your future income.

This course will cover your 401k rollover options and the pros and cons of each option. It will also help you define your own retirement goals and provide you with the knowledge to make the best 401k rollover decisions for your retirement.

We’ll discuss these important topics and more: 

  • IRS rules and regulations regarding your 401k
  • Understanding “qualified money/accounts” and how your 401k is taxed
  • Your 401k rollover options and the pros and cons of each option
  • Types of rollovers
  • How your retirement goals can affect your 401k rollover decisions
  • The importance of planning and asset allocation
  • How to avoid the most common mistakes when rolling over a 401k
  • How to use a 401k to generate predictable and reliable income for life

Join us for an insightful class and gain confidence through financial education!

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