Leave it, move it, roll it, take it: Know your employer retirement plan options
Schedule
Fri Feb 06 2026 at 05:00 pm to 06:30 pm
UTC-07:00Location
Travel Bug Coffee Shop | Santa Fe, NM
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How you handle your 401(k), pension or other employer-sponsored retirement plan when you leave your job is one of the most important financial decisions you can make.Join us for our presentation Leave It, Move It, Roll It, Take It to discuss:
-The most common distribution options
-How to avoid having the IRS withhold 20% of your retirement distribution
-How taxes, penalties and investment options factor into your decision
Please use the RSVP form below or call today to reserve space for yourself and a guest at this event. We look forward to seeing you!
https://www.edwardjones.com/us-en/financial-advisor/emily-estes/event?id=25580
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Where is it happening?
Travel Bug Coffee Shop, 829 Paseo de Peralta, Santa Fe, NM 87501-2232, United StatesEvent Location & Nearby Stays:
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