Given the current economic conditions, I imagine this may be a topic that many people are curious about: 401K plans. Edward Jones Financial Advisor Beth Morgenstern of Bigfork is hosting a free 60-minute educational seminar titled “Roll It, Take It, Leave It, Move It: Know Your Employer Retirement Plan Options seminar” at 10 a.m. and 4 p.m. Thursday, Feb. 26 at 104 Jewel Basin Court in Bigfork.
During the seminar, participants will learn more about: the five most common distribution options; how to avoid having the IRS withhold 20 percent of your retirement distribution; special considerations if you own employer stock; and factoring taxes, penalties and investment options into your decision.
The seminar is free, but space is limited. To make a reservation, call Alison or Khena at 837-1013.