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Comments
Very interesting strategy for any client who wants more flexibility and choices than what's typically available in a 401(k) plan. This session is worth a listen if you have clients with sizable 401(k) balances!
Rescue My 401(k)
Presented by Pamela Donin, J.D. and Charles Scott, AIF®

The “Rescue My 401(k)” presentation will provide details of how to roll over 401(k) assets at any age, in any amount, without any taxes or penalties, so the advisor can create a more personalized retirement plan for their clients.
 

Attendees Comments:

tom
Very interesting strategy for any client who wants more flexibility and choices than what's typically available in a 401(k) plan. This session is worth a listen if you have clients with sizable 401(k) balances!