What should you do with your retirement money, like a 401(k), 403(b) or similar plan, once you leave your job?
A lot of people mistakenly think this is an easy choice, but that’s rarely the case. Depending on your particular situation, you may have up to six different options to choose from.
In this 30-minute webinar, I'll go over each of those six options with you.
When and if you should take a lump sum distribution
Possible pros and cons for each of the six options
When to roll your money to a new company retirement plan
When to roll over to an IRA
When to convert your funds to a Roth IRA
Recent changes to IRA planning
Common mistakes to avoid
ABOUT YOUR PRESENTER CRYSTAL OCULEE
Certified Tax Specialist®
Certified Income Specialist®
Certified National Social Security Advisor®
Certified Estate and Trust Specialist®
Certified Fund Specialist®
Crystal Oculee is the Chief Financial Strategist of the Confidence Wealth group. She is the author of Money Confidence and Your Personal Money Diary. She is a Certified Tax Specialist, Certified Income Specialist, Certified Estate and Trust Specialist, Certified Fund Specialist, and a certified National Social Security Advisor. Less than 1% of financial advisors hold these designations. She is also a fiduciary wealth manager and a national financial motivational speaker. She is a TV and radio personality who has appeared on CBS News, Fox, ABC, NBC, KFI, KTLK, KRLA, KDAR, and KKLA. She has been featured in Oprah.com and in publications such as Entrepreneur, Yahoo! Finance and Redbook magazine.
With a deep understanding of retirement and financial issues and a passion for change, she has taught thousands to take positive action in their lives and stand up for themselves, their money, and their futures.
Crystal has been a guest speaker at numerous events sponsored by organizations such as the National Active and Retired Federal Employees Association (NARFE), the Screen Actors Guild (SAG), the Motion Picture & Television Fund (MPTF), California Women’s Conference, the Los Angeles Women’s Expo, An Empowered Woman, and the Guam Women’s Leadership Retreat.
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