Leave It, Roll It, Take It: Options for Your 401K

Adult Enrichment -

Summer 2025

An educational program designed to help others learn how to handle their 401(k), pension or other employer-sponsored retirement plan when they leave a job. Participants will learn about:

The most common distribution options
How to avoid having the IRS withhold 20% of your retirement distribution
How taxes, penalties and investment options factor into your decision

Daniel Roberts

The Options for Your 401K course are Daniel Roberts and Kaili Enger. Daniel has been with Edward Jones since 2020 as a Certified Financial Planner, and Kaili has been with Edward Jones since 2018, as an Accredited Asset Management Specialist and a Chartered Retirement Planning Counselor.

Their wealth of knowledge will help you decide what are the best options for your 401k!

June 2025