IRA Planning

Presented by The Society For Financial Awareness (SOFA), this workshop will cover: 

  • 6 different options for your retirment plan funds
  • When to leave assets in a company retirement plan
  • When to rollover to an IRA
  • When and if you should take a lump sum distribution
  • When to convert your funds to a Roth IRA
  • Why you would consider an in-plan Roth conversion

Register at the Kennedy Library Information Desk or by calling 732-463-1633x6. 


Kennedy Main Mtg Room
Wednesday, March 22, 2017 - 7:00pm to 8:00pm