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How to Rollover Your 401(k) or Lump-sum Pension Tax Free

How to Rollover Your 401(k) is a complimentary class on how you may be able to reduce and or eliminate your tax liability on your qualified retirement accounts prior to retirement.

Register today, even if you can’t attend at the scheduled time, as we will send out a replay link of the class!

You can watch the online webinar from your mobile device or computer.

What You Will Learn:

  • TAXATION – Discover ways to pay the minimum in taxes when rolling over your 401(k), 403(b), 457, Thrift-Savings, or Lump-sum Pension.
  • PORTFOLIO STRATEGIES – Knowing when and how to withdraw from the right accounts can help keep you from running out of money later in your retirement!
  • AVOIDING MISTAKES – Make a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

Why We Created This Online Webinar:

If you’re like most hard-working Americans, you don’t want to work forever, and retirement is something you’re looking forward to enjoying.

Chances are you’ve seen the market go up and down over your career and you’re looking for strategies to help create a durable, inflation-protected income plan to last throughout a lifetime.

We host these classes to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want.

RSVP: How to Rollover Your 401(k) or Lump-sum Pension Tax Free

Fill out the information below to reserve your seat for this event.

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You are now leaving the “The Chamberlin Group” Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. 

Schwab is a registered broker-dealer, and is not affiliated with “The Chamberlin Group” or any advisor(s) whose name(s) appears on this Website. “The Chamberlin Group” is/are independently owned and operated. Schwab neither endorses nor recommends The Chamberlin Group. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with “The Chamberlin Group” under which Schwab provides “The Chamberlin Group” with services related to your account. Schwab does not review the “The Chamberlin Group” Website(s), and makes no representation regarding the content of the Website(s). The information contained in the “The Chamberlin Group” Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.