Leave it, move it, roll it, take it: Know your employer retirement plan options, 6 February | Event in Santa Fe

Leave it, move it, roll it, take it: Know your employer retirement plan options

Edward Jones - Financial Advisor: Emily Estes

Highlights

Fri, 06 Feb, 2026 at 05:00 pm

1.5 hours

Travel Bug Coffee Shop

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Date & Location

Fri, 06 Feb, 2026 at 05:00 pm to 06:30 pm (MST)

Travel Bug Coffee Shop

829 Paseo de Peralta, Santa Fe, NM 87501-2232, United States

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About the event

Leave it, move it, roll it, take it: Know your employer retirement plan options
How you handle your 401(k), pension or other employer-sponsored retirement plan when you leave your job is one of the most important financial decisions you can make.

Join us for our presentation Leave It, Move It, Roll It, Take It to discuss:

-The most common distribution options
-How to avoid having the IRS withhold 20% of your retirement distribution
-How taxes, penalties and investment options factor into your decision

Please use the RSVP form below or call today to reserve space for yourself and a guest at this event. We look forward to seeing you!

https://www.edwardjones.com/us-en/financial-advisor/emily-estes/event?id=25580


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Travel Bug Coffee Shop, 829 Paseo de Peralta, Santa Fe, NM 87501-2232, United States
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Host Details

Edward Jones - Financial Advisor: Emily Estes

Edward Jones - Financial Advisor: Emily Estes

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Leave it, move it, roll it, take it: Know your employer retirement plan options, 6 February | Event in Santa Fe
Leave it, move it, roll it, take it: Know your employer retirement plan options
Fri, 06 Feb, 2026 at 05:00 pm