A Guide to 401K Rollovers

A Guide to 401K Rollovers

This two hour course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement, and who have a 401k with a current or previous employer. This course is designed to take the confusion out of retiring or changing jobs and empower you to understand your 401k plan, and the best options for rolling it over. This course will show you how to clearly define your own objectives and goals and equip you with the knowledge and tools necessary to put your rollover plans into action. Upon completion you will know how to properly roll over your 401k.

What You Will Learn

  • Understanding the IRS rules and regulations regarding your 401k
  • How to avoid the most common mistakes when rolling over a 401k
  • What investment options are available to roll a 401k into
  • What investment options are not compatible
  • How to choose the best option for you
  • How to use a 401k to generate predictable and reliable income for life


All course attendees will automatically receive a FREE Membership to the American Financial Education Alliance (AFEA) where you will gain 24/7 access to the following:

  • A Personal Dashboard – multiple financial tools at your fingertips
  • Personal Calendar - schedule of upcoming AFEA events & classes
  • 32 Financial Calculators - including Social Security benefits estimator, Roth IRA calculator, 15/30 year mortgage comparison calculator, home budget calculator and many more.
  • Training Videos - AFEA On Demand brings you financial training videos that you can watch at your leisure, reinforcing the topics and strategies taught in the class
  • Free Personal Financial Coaching - direct access toa a Personal Financial Coach via Direct Messaging for financial questions and concerns
  • AFEA’s E-newsletter - up-to-date financial news, tips, and advice to keep you on the road to financial success
  • Free Downloads of Popular Periodicals & Reports:
    • Earnst & Young LLP: Retirement Vulnerability of New Retirees
    • Rex Voegtlin: The Top Social Security Misconceptions
    • The Wharton School of Business: Retirement Security and the Financial and Economic Crisis
    • Putnam Institute: Optimal Asset Allocation in Retirement
    • Center for Retirement Research as Boston College: The Social Security Claiming Guide

Who Should Attend

  • Individuals and couples with an existing 401k with a current or previous employer who want to gain more knowledge and training about 401k rollovers
  • Anyone seeking education about the best options for 401k rollovers
  • People who simply want to better understand what they already have in their 401k
  • Anyone who is not 100% sure what to do with their current 401k

Information and Legal Disclosure about AFEA

AFEA, The American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) non-profit charitable organization that provides educational workshops and classes in businesses and universities nationwide. Our Instructors are licensed and trained financial professionals with a minimum of five (5) years of real world experience in their field. They have been required to pass a series of training sessions on how to properly educate in a not for profit setting before becoming a Personal Financial Coach and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies and no selling is allowed. AFEA educational workshops and courses are for general education only and are not intended to be construed as Investment, Tax, Legal or Financial Advice. Attendees should seek the assistance of a professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.

Hypothetical and/or actual historical returns contained in this presentation are for informational purposes only and are not intended to be an offer, solicitation, or recommendation. Rates of return are not guaranteed and are for illustrative purposes only.

Projected rates do not reflect the actual or expected performance within any example or financial product. Past performance does not guarantee future results.


How Would You Like To Join?

Course Instructor OR Personal Financial Coach

General Membership OR Student Registration

Employer OR Organization

Register now