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Free Educational Zoom WebinarPresented by Legacy Partners
Learn how to locate old retirement accounts, understand what you own, and compare your options before making a rollover decision.
If you’ve changed employers during your career, ask yourself:
Do you know where every retirement account from those jobs is today?
Old 401(k)s can be easy to lose track of as employers, addresses, and plan administrators change.
During this webinar, we’ll walk through the Legacy Partners process:
Find It → Claim It → Understand It → Decide
What You’ll Learn
How to locate old 401(k)s
What to review once you find an account
How fees, investments, access, and plan features can affect your decision
The difference between a rollover and a taxable distribution
Why leaving the account where it is may sometimes make sense
How to think about growth, liquidity, retirement income, and legacy
When annuities or a Strategic Rollout may deserve consideration
Who Should Attend?
This webinar may be helpful if you:
Have changed employers several times
Have an old 401(k) you haven’t reviewed
Aren’t sure where all your retirement accounts are
Have multiple retirement accounts
Are approaching or already in retirement
Are considering a rollover
Free Attendee Guide
Every registrant receives:
The Old 401(k) Finder & Options Guide
A practical resource to help you:
Find It. Claim It. Understand It. Decide.
Reserve Your Seat
Register for the Free Zoom Webinar
Presented by Bob Jacinto
Owner, Legacy Partners
Insurance & Tax-Free Retirement Solutions
At Legacy Partners, we begin with education, not an automatic rollover or product recommendation.
You worked for the money.
Make sure you know where it is and what your choices are.
Build More Than Wealth. Build A Legacy.
LegacyTaxFree.com
Educational purposes only. Not individualized investment, tax, or legal advice.
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