KENNEWICK -- Edward Jones financial adviser Maaike L. Hurst of Pasco is staging a free 60-minute educational seminar about retirement plans at noon Aug. 19 at Tony Roma's, on 8551 Gage Blvd., in Kennewick.
The seminar, titled "Roll It, Take It, Leave It, Move It: Know Your Employer Retirement Plan Options," will cover how to handle an employer-sponsored retirement plan after leaving a job.
The information will include the five most common distribution options, how to avoid having the IRS withhold 20 percent of retirement distribution, what to consider as an owner of employer stock and how to factor taxes, penalties and investment options into decision-making.
Space is limited.
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To make a reservation, call Maaike or Jan at 509-542-1626.
Leadership speaker series starts this month