401(K) Rollovers - Easy as 1, 2, 3



Central Standard Time



Lakewood Public Library
6121 Worth Drive
Dallas, Texas 75214

Pin on Pinterest

Is a Rollover Right for You?

Please join us to find out how a rollover can help you reach your retirement goal.

You’re invited.

If you‘re like most people, you are participating in a company sponsored retirement plan while preparing for the future. Now it is time get the most out of that plan by learning about the various options that are available.

Join us for an informational seminar and insurance and investments sales presentation on products and services for your retirement planning needs. We’ll discuss how just a few simple steps can help you redefine the way you look at the best years of your life.

This seminar will refer to mutual funds and/or variable annuities which are offered only by Prospectus. Ask your registered representative for prospectuses for the products you ultimately buy as they contain more complete information about the investments including investment objectives, risks, charges and expenses. Read the prospectuses carefully before investing. Mutual funds and variable annuities involve risk of loss.

Before rolling over the proceeds of your retirement plan to an Individual Retirement Account (IRA) or annuity, consider whether you would benefit from other possible options such as leaving the funds in your existing plan or transferring them into a new employer’s plan. You should consider the available investment options, applicable fees and expenses, the services offered, protection from creditors, and the withdrawal options and potential penalties, among other considerations.

Neither Momentum Wealth Strategies or Mogul Wealth Strategies, nor New York Life Insurance Company or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.

- Contact Mark at