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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Registered Representatives of, and Securities and Investment Advisory Services are offered through Hornor, Townsend & Kent, LLC., (HTK), Registered Investment Advisor, Member FINRA/SIPC, 600 Dresher Road, Horsham, PA 19044. 800-873-7637, www.htk.com. Cornerstone Financial Group is not affiliated with HTK. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

Martin Spillane is a Registered Representative of HTK. He is insurance and securities licensed in his resident state of Massachusetts. Martin Spillane is Insurance licensed in the states of: CA,FL,HI,KS,ME,MA,MO,NH,NJ,NY,RI,TN,WA. This is not an offer or solicitation in any state(s) where not properly licensed and/or registered. For registration or insurance licensing information, please contact me at my office at (781) 229-0777.

4841951RLB_Aug24

 

Dear Policyholder,

Recent amendments to insurance and banking regulations extend grace periods and give you other rights under your life insurance policy or annuity contract if you can demonstrate financial hardship as a result of the novel coronavirus (“COVID-19”) pandemic. These grace periods and rights are currently in effect but are temporary, though they may be extended further. For more information, please visit the Penn Mutual site for COVID-19 news and updates for policyholders.

Please contact me with any questions. I’m here to help.

 


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Cornerstone Financial Group
Office: 781.229.5517
Mobile: 617.899.9212

35 Corporate Drive, Suite 210
Burlington, MA 01803

mspillane@cfgplan.com

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