Upcoming Events

Understand Your Options as You Plan for Retirement

Bruce Guarino, Regional Vice President - Nationwide

Shirley Ikehara & Associates

You may be able to gain greater control over how you manage and invest your retirement savings with an in-service distribution. By using this option, you may be able to transfer assets from your workplace 401(k) into a personal IRA while you are still employed. IRAs often provide access to more investment options, which can be important in planning a confident retirement.

In-service distributions are not for everyone. We will also discuss the benefits of leaving your assets in a 401(k) plan. There are situations when assets should be left in a 401(k) and we will review potential drawbacks, including possible tax consequences, creditor protection, fees and other considerations.

To reserve a spot: call us at 808.792.7409 or email us at jesse.n.wilson@ampf.com

Bruce Guarino, Regional VP, Nationwide

Add Event
to Calendar