A Guide to 401K Rollovers

A Guide To 401K Rollovers

A Guide to 401K Rollovers
This two hour course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement, and who have a 401k with a current or previous employer. This course is designed 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. This course will show you how to clearly define your own objectives and goals and equip you with the knowledge and tools necessary to put your rollover plans into action. Upon completion you will know how to properly roll over your 401k.

What You Will Learn

Understanding the IRS rules and regulations regarding your 401k
How to avoid the most common mistakes when rolling over a 401k
What investment options are available to roll a 401k into
What investment options are not compatible
How to choose the best option for you
How to use a 401k to generate predictable and reliable income for life
AS AN ADDED BONUS FOR ATTENDING THIS COURSE

All course attendees will automatically receive a FREE Membership to the American Financial Education Alliance (AFEA) where you will gain 24/7 access to the following:

A Personal Dashboard – multiple financial tools at your fingertips
Personal Calendar – schedule of upcoming AFEA events & classes
32 Financial Calculators – including Social Security benefits estimator, Roth IRA calculator, 15/30 year mortgage comparison calculator, home budget calculator and many more.
Training Videos – AFEA On Demand brings you financial training videos that you can watch at your leisure, reinforcing the topics and strategies taught in the class
Free Personal Financial Coaching – direct access toa a Personal Financial Coach via Direct Messaging for financial questions and concerns
AFEA’s E-newsletter – up-to-date financial news, tips, and advice to keep you on the road to financial success
Free Downloads of Popular Periodicals & Reports:
Earnst & Young LLP: Retirement Vulnerability of New Retirees
Rex Voegtlin: The Top Social Security Misconceptions
The Wharton School of Business: Retirement Security and the Financial and Economic Crisis
Putnam Institute: Optimal Asset Allocation in Retirement
Center for Retirement Research as Boston College: The Social Security Claiming Guide
Who Should Attend

Individuals and couples with an existing 401k with a current or previous employer who want to gain more knowledge and training about 401k rollovers
Anyone seeking education about the best options for 401k rollovers
People who simply want to better understand what they already have in their 401k
Anyone who is not 100% sure what to do with their current 401k
Information and Legal Disclosure about AFEA
AFEA, the American Financial Education Alliance, is recognized by the IRS as a 501(c)3 non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5-years of real-world experience in their field. They have been pre-screened and required to pass a series of training sessions on how to properly education in a not-for-profit setting before becoming a Chapter President and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies, and no selling is allowed. AFEA educational workshops and courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial or tax professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.