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


Adult Enrichment -
Fall 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

Having been raised by a financial advisor father and a math teacher mother, Daniel quickly learned the value in letting your money work for you, not the other way around. Unfortunately, not everyone has the opportunity to learn fiscal responsibility from such an early age. While serving four years in the US Navy, Daniel became the unofficial money management resource for my fellow service members. Based on that experience and his upbringing, he has made it his mission to be available to anyone who needs guidance in saving money, investing their hard-earned dollars and protecting their financial future.

 September 2025 
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51146B

  Daniel Roberts


Tilden - Tilden Community Center : 108 - Multi-Purpose Room
Tuesday, Sep 9
5:30 - 6:30 PM

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