Welcome to AFEA:: American Financial Education Alliance

Event Date : 20-MAY-2025
Event Location :
3333 Michelson Dr., Palm Conference Room (1F)
3333 Michelson Dr
Irvine, California 92612
Price : $ 0
Instructor: Atsushi

Complete the form below to register for this course.

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EVENT LOCATION

Venue : 3333 Michelson Dr., Palm Conference Room (1F)

Address : 3333 Michelson Dr

City : Irvine

State : California

Zip Code : 92612

Room : Palm Conference Room - 1st Floor 1F

Class Start at : Tue, 20-May-2025, 06:00 PM - 08:00 PM

Course Description

A Guide to 401K Rollovers

What you will learn

This two hour course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement, and who have a 401k with a current or previous employer. This course is designed to take the confusion out of retiring or changing jobs and empower you to understand your 401k plan, and the best options for rolling it over. This course will show you how to clearly define your own objectives and goals and equip you with the knowledge and tools necessary to put your rollover plans into action. Upon completion you will know how to properly roll over your 401k.

Understanding the IRS rules and regulations regarding your 401k
How to avoid the most common mistakes when rolling over a 401k
What investment options are available to roll a 401k into
What investment options are not compatible
How to choose the best option for you
How to use a 401k to generate predictable and reliable income for life