Company Plan Distributions

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A lot can change in a year (insert sarcastic laugh). Maybe the job you thought would never end has been eliminated. Or perhaps you’re retiring earlier than expected. Or maybe this year has brought a lot of clarity and you’ve decided to change directions.

If you have a 401(k) company plan, you have options for the distribution of it. In fact, you have SIX options! How exciting is that? Today, Dennis and Heidi will go through the six options with you along with tips on how to invest if you’re over 70 and working.