Complimentary Lunch Workshop for *Caterpillar employees

PEORIA, Ill. - Feb. 9, 2017 - PRLog -- Thursday, March 2nd @ 12:00pm Two25 Restaurant 225 NE Adams Street Peoria IL,61602. Complimentary lunch will be served. Call 800-900-5867 to make a resersvation for you and a guest!

Topics Include:

* How to minimize taxes and penalties during the retirement planning process.

* Understanding IRA withdrawal penalties and regulations.

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

* Using a 72(t) schedule to supplement your retirement income.

* Looking at Rule 415 limits when rolling over your pension lump sum.

* How to put tpgether a tax strategy that can potentially save you the most amount of money.

Vist us on the web at theretirementgroup.com

New York • Philadelphia • Washington DC • Boston Houston • San Antonio • Dallas • Chicago • St Louis • San Francisco • Los Angeles Corporate Office: 10675 Sorrento Valley Rd #100, San Diego CA 92121

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 Caterpillar are unaffiliated companies. *This complimentary service is neither approved nor endorsed by Caterpillar.

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 coordinated with individual professional advice. Accessing retirement funds through 72(t) programs are complicated and are not appropriate for all investors.