Consider This Program with Aaron Rheaume, CKA and Grant Soliven, AIF
In this segment we will cover:
An in-service, non-hardship distribution is a 401k option that not many are aware of. What other options are wrapped inside of your 401k? Are you missing opportunities? Find out on Consider This Program. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001
Talking Points:
4. 401(k) In-plan conversions
5. Roth conversions for beneficiaries
6. 401(k) Job change/Job loss
a. Roll to IRA
b. Leave alone
c. Moving into a new plan
7. Annuities and 401k
Resources
• “Roth Conversions & Back Door Roth’s” – Elements In Focus episode – Roth Conversions & Back Door Roth's – https://yourlifeafterwork.com/elements-in-focus/roth-conversions-back-door-roths
• “Job Change Resources” – Job Change landing page – https://yourlifeafterwork.com/job-change-landing-page
Schedule your complimentary Next Steps meeting today!
www.yourlifeafterwork.com
800-928-4001
