IS A ROLLOVER RIGHT FOR YOU?Please join us to find out how a rollover
can help you reach your retirement goal.
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 its
agents, provide tax, legal, or accounting advice. Please consult your
own tax, legal or accounting professional before making any decisions.
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21/11/2018 Last update