Topics to be discussed:
• How to potentially have your pension income guaranteed for all your and your spouse’s life
• Why you need a second opinion on the withdrawal amounts from your pension and 401k rollover accounts
• Why the first three years after retirement are so crucial to your retirement income in the future.
Important Information On:
• How you may be able to take company stock out of a 401k at a low tax rate
• Rolling your pension plan into an IRA or taking it in a lump sum
• How to potentially withdraw IRA and pension dollars without a 10% penalty after early retirement and under age 59 1/2
• How to take 401k distributions while you are still working
• How your will can help your estate planning
• How the new distribution rules may affect you
• How to take your company stock out of ESOP and PSOP at a low tax rate
For event location details and reservations please call:
Bob Cutcliff at 404-467-1231
Presented by Parker Advisors, Inc. - An Independent Firm
This workshop is sponsored by Parker Advisors, Inc. No products will be sold at this workshop.
Securities and Investment Advisory Services offered through
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Member FINRA/ SIPC
3290 Northside Parkway, Suite 910 ~ Atlanta, GA 30327 ~ Tel: 404-467-1231 ~ Fax: 404-467-9784
Last Update 04.29.08 01:21 PM