Leave it, Move it, Roll it, Take it with Kelsey Mullen, Edward Jones
How you handle your 401(k), pension or other employer-sponsored retirement plan when you leave your job is one of the most important financial decisions you can make.
Join us for our presentation Leave It, Move It, Roll It, Take It to discuss:
- The most common distribution options
- How to avoid having the IRS withhold 20% of your retirement distribution
- How taxes, penalties and investment options factor into your decision
Please RSVP below or call us today to let us know if you and a guest will attend. Register here!
Date and Time
Monday Sep 28, 2026
12:00 PM - 12:30 PM CDT
Fees/Admission
Open to all – you do not need to be a client to attend these sessions!
Website
Contact Information
Kelsey Mullen
Send Email
Printed courtesy of sanmarcostexas.com/ – Contact the San Marcos Area Chamber of Commerce for more information.
202 N. C.M. Allen Parkway, San Marcos, TX 78666 – (512) 393-5900 – marisol@sanmarcostexas.com