PAGE 1 OF 12 Leave It, Move It, Roll It, Take It: Know Your Employer Retirement Plan Options MKD-4199H-A-NS EXP 31 OCT 2020 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
PAGE 1 OF 12
Leave It, Move It, Roll It, Take It:Know Your Employer Retirement Plan Options
MKD-4199H-A-NS EXP 31 OCT 2020 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
PAGE 2 OF 12
Leave It, Move It, Roll It, Take It:Know Your Employer Retirement Plan Options
MKD-4199H-A-NS EXP 31 OCT 2020 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
PAGE 3 OF 12
Leave It, Move It, Roll It, Take It:Know Your Employer Retirement Plan Options
MKD-4199H-A-NS EXP 31 OCT 2020 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation prior to making any decisions.
PAGE 4 OF 12
Leave It, Move It, Roll It, Take It:Know Your Employer Retirement Plan Options
MKD-4199H-A-NS EXP 31 OCT 2020 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
Edward Jones, its employees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation prior to making any decisions.
PAGE 5 OF 12
Leave It, Move It, Roll It, Take It:Know Your Employer Retirement Plan Options
MKD-4199H-A-NS EXP 31 OCT 2020 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
PAGE 6 OF 12
Leave It, Move It, Roll It, Take It:Know Your Employer Retirement Plan Options
MKD-4199H-A-NS EXP 31 OCT 2020 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
PAGE 7 OF 12
Leave It, Move It, Roll It, Take It:Know Your Employer Retirement Plan Options
MKD-4199H-A-NS EXP 31 OCT 2020 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
PAGE 8 OF 12
Leave It, Move It, Roll It, Take It:Know Your Employer Retirement Plan Options
MKD-4199H-A-NS EXP 31 OCT 2020 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
PAGE 9 OF 12
Leave It, Move It, Roll It, Take It:Know Your Employer Retirement Plan Options
MKD-4199H-A-NS EXP 31 OCT 2020 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
Edward Jones, its employ ees and financial advisors cannot provide tax or legal advice. You should consult your attorney or qualified tax advisor regarding your situation prior to making any decisions.
PAGE 10 OF 12
Leave It, Move It, Roll It, Take It:Know Your Employer Retirement Plan Options
MKD-4199H-A-NS EXP 31 OCT 2020 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
Source: Edward Jones. Assumes a 7% annual rate of return compounded annually on an initial $10,000 lump-sum distribution for an investor in the 25% federal tax bracket. For illustration only; not intended to reflect the performance of any particular investment. The illustration has not been adjusted for commis-sions, fees or expenses, which would reduce the results.
*Represents amount before tax on IRA distribution.
PAGE 11 OF 12
Leave It, Move It, Roll It, Take It:Know Your Employer Retirement Plan Options
MKD-4199H-A-NS EXP 31 OCT 2020 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
PAGE 12 OF 12
Leave It, Move It, Roll It, Take It:Know Your Employer Retirement Plan Options
MKD-4199H-A-NS EXP 31 OCT 2020 © 2020 EDWARD D. JONES & CO., L.P. ALL RIGHTS RESERVED.
Related Documents
