EDGE Investment Solutions March Everyday Iowa
This segment was filmed live, while the phrase “Peace of Mind” was used as an expression, EDGE Investment Solutions does not guarantee peace of mind.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. A plan participant leaving an employer typically has four options (and may engage in a combination of these options), each choice offering advantages and disadvantages. • Leave the money in his/her former employer’s plan, if permitted; • Roll over the assets to his/her new employer’s plan, if one is available and rollovers are permitted; • Roll over to an IRA; or • Cash out the account value
