One of the most important retirement decisions you’ll ever make is what to do with your old retirement account when you leave your job.
A lot of people think it’s an easy choice, but depending upon your situation you may have up to 6 options to choose from.
Each option has pros and cons when it comes to:
- Taxes
- Investment Options
- Access to your money before and after the age 59 1/2
- Fees and Expenses
- Creditor Protection
- Estate planning
On the webinar 6 retirement options everyone must know I cover each of these 6 options and how to go about making the best choice for you and your family.
About the Instructor
Marc Bautis
Wealth Manager and Founder of Bautis Financial
- Independent Financial Advisor
- Fiduciary
- 20 Years in the Financial Services Industry
- Author of “The Retirement Fitness Challenge“
- Host of The Agent of Wealth Podcast
