Leave It, Move It, Roll It, Take It - Virtual

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 RSVP below or call us today to let us know if you and a guest will attend.

Prior to the event we will send you instructions on how to join.

When

May. 6, 2026

Required
DO NOT DELETE: hidden field for storing the event information for the confirmation email
Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation.