Complimentary Lunch Workshop for *PGE employees

SAN FRANCISCO - March 8, 2016 - PRLog -- Topics Include

-How the Pension Protection Act can potentially affect your Pension Lump Sum.

-How to minimize taxes and penal- ties during the retirement plan- ning process.

-Understanding IRA withdrawal penalties and regulations.

-How to withdraw money from your 401(k) or IRA before age 59 1⁄2.

-Looking at Rule 415 limits when rolling over your Pension Lump Sum.


Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor, FSC Securities Corporation and PGE are unaffiliated companies. *This compli- mentary service is neither approved nor endorsed by PGE


Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Fees are incurred when assets are under management of advisors affiliated with The Retirement Group. Please note that individual situations can vary. Therefore, the information presented here should only be relied upon when coordi- nated with individual professional advice. Accessing retirement funds through 72(t) pro- grams are complicated and are not appropriate for all investors.