Lunch and learn on retirement planning August 2


From Staff Reports



Edward Jones Financial Advisor Josh Duncan will host a complimentary seminar Leave It, Roll It, Take It:? Know Your Employer Retirement Plan Options on Tuesday, August 2 at noon. The program will be held at the Edward Jones office located in the Commerce Building at 2100 Keys Ferry Road in McDonough. The program will focus on common distribution options, how to minimize the amount the IRS withholds from your retirement and how taxes, penalties and investment options factor into your decision.

Knowing your options when you are leaving a job will help you to make educated choices for your retirement savings. Lunch will be provided for guests who have RSVP’d.

To reserve a seat for yourself and a guest, call Josh Duncan at 770-288-4151. 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.