Attend Our IRA Workshop

Do you wonder what to do with your 401(k) if you change jobs or retire? There are a number of choices for managing money that is still in your former employer's retirement plan.

Learn about the benefits and options available for federally insured IRA rollover accounts from Richard Revel, Schools Financial's IRA and Deferred Compensation Specialist. Richard has over 30 years of experience helping members with complex retirement transactions.

Also covered, required minimum distributions for members who are 70 1/2, as well as the benefits of combining multiple IRAs to satisfy this requirement.

Click here to view Schools Financial's available IRA accounts and today's rates.
 

When?

Saturday, February 2, 2019
2:00 p.m.

Where?

Schools Financial's Orangevale Branch

R.S.V.P.

Space is limited! To attend the event, click here to R.S.V.P. by January 29, 2019.

Consult your tax professional to understand potential tax consequences of IRA distributions.