Special to The Star
The Meridian Star
How you handle your 401(k), pension, or other employer-sponsored retirement plans when you leave your job is one of the most important financial decisions you can make. Get the facts you need to make informed decisions on Thursday, June 12, as Edward Jones presents “Roll It, Take It, Leave It, Move It: Know Your Employer Retirement Plan Options,” a free community education seminar from 6:30 to 8 p.m. at the Hilton Garden Inn, 109 U.S. 11, in the Northeast Conference Center.
Presented by Lisa Mabry, the workshop is the third in a series of free seminars to be sponsored by local Edward Jones financial advisors throughout the year.
The Retirement Plan Options seminar will focus on a number of topics, including:
• The most common distribution options
• How to avoid having the IRS withhold 20 percent of your retirement distribution
• Special considerations if you own employer stock
• Factoring taxes, penalties and investment options into your decision
Subsequent community educational seminar topics include “Roth IRAs: Retirement Can Be Less Taxing,” to be presented by Sam Weir on Aug. 14th. All seminars are sponsored by local independent Edward Jones Financial Advisors Fred J. Porter, Mary J. Malone, Lisa M. Mabry, Samuel T. Weir Jr. and Jay Jenkins. Attendance is open to anyone interested in learning about the featured topics of discussion and registration is free.
Refreshments will be served at each seminar. For more information, call 601-482-3937.
Edward Jones provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work.
The firm’s 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals – from college savings to retirement – and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
Headquartered in St. Louis, Edward Jones ranked No. 4 overall in FORTUNE magazine’s 2014 100 Best Companies to Work For ranking. Visit our website at www.edwardjones.com and our recruiting website at www.careers.edwardjones. com. Follow us on twitter @EdwardJones. Member SIPC. FORTUNE and Time Inc. are not affiliated with and do not endorse Edward Jones products or services.
Disclaimer: Edward Jones, its employees and financial advisors are not estate planners and cannot give tax or legal advice. Please consult a qualified tax or legal professional for advice on your specific situation.