Re: ⏰Noelle, Take Time For A Midyear Retirement Account Check-In (fwd)

[robert <http://dummy.us.eu.org/robert>]

OK.  At some point, we should review all of your retirement accounts to
figure out which is most volatile (i.e., likely to lose money) so we have
a list of which ones to take money out of once you start needing money.

 > From: Noelle <noelle>
 > Date: Sat, 22 Jun 2024 10:51:11 -0700 (PDT)
 >
 > this is the O'connor 401K...
 > 
 >  > From: "Principal" <http://www.e.principal.com/~Principal>
 >  > Date: Fri, 21 Jun 2024 09:00:47 -0600
 >  > 
 >  > Noelle, summer is approaching, time for vacations and gathering with family 
 >  > and friends. Before you start planning your next getaway or barbeque, take 
 >  > some time for a quick check of your account in the Allegis Group, Inc. 
 >  > Retirement Savings Plan One. We keep it simple so you can get back to the 
 >  > things you love. 
 >  > 
 >  >  Check in on your financial future
 >  > You can remain in the plan, but now might be a good time to explore the 
 >  > other options you have for your account1, including rolling your savings to 
 >  > an Individual Retirement Account (IRA), moving to a new employer&rsquo;s 
 >  > plan, or cashing out your savings. 
 >  > 
 >  > https://click.e.principal.com/?qs=58626e7686d94f4d96f626ae86f0867be1554fd064d778332c1dbb0ff21df1693066e20613227f9f570f360d2fd01c1d8c14d3b095f8d623a32d516928442150 
 >  > See my options 
 >  > 
 >  > Interested in learning more about an IRA? You may have more control and 
 >  > flexibility over your money with an IRA. 
 >  > 
 >  >   
 >  > https://click.e.principal.com/?qs=58626e7686d94f4d593e183f4b38645d5c9a712bce48e902235468b2a18f739f1ea9a1645b7e0c2de4372c8ec8003a21e4913d623004f867b6c24e374648ba70 
 >  > Review the benefits of an IRA 
 >  > 
 >  > Remember, what made sense for you at one point may change over time.
 >  > 
 >  >  1 You should consider the differences in investment options and risks, fees 
 >  >  and expenses, tax implications, services and penalty-free withdrawals for 
 >  >  your various options - distribution options may include but are not limited 
 >  >  to keeping your assets in your former employer&rsquo;s plan; rolling over 
 >  >  assets to an IRA or to your new employer&rsquo;s plan; or taking a cash 
 >  >  distribution. The retirement plan&rsquo;s investment options may have 
 >  >  investment expenses lower than similar options offered outside of the plan. 
 >  >  There may be other factors to consider due to your specific needs and 
 >  >  situation. You may wish to consult your tax advisor and legal counsel. 
 >  >  Click the link for more information on your distribution options 
 >  >  or go to www.principal.com/youroptions.
 >  > Investment and Insurance Products are: 
 >  > 	- Not Insured by the FDIC or Any Federal Government Agency. 
 >  > 	- Not a Deposit or Other Obligation of, or Guaranteed by, Principal Bank or 
 >  > 	Any Bank Affiliate.
 >  > 	- Subject to Investment Risks, Including Possible Loss of the Principal 
 >  > 	Amount Invested.
 >  > 
 >  > The document is intended to be educational in nature and is not intended to 
 >  > be taken as a recommendation.
 >  > 
 >  >   Financial professionals provide education with respect to the options you 
 >  >   have with your retirement plan assets, and are able to sell Principal® 
 >  >   products. They do not represent,
 >  > offer, or compare products and services of other financial services 
 >  > organizations. 
 >  > 
 >  >   Insurance products and plan administrative services provided through 
 >  >   Principal Life
 >  > Insurance Company®. Securities offered through Principal Securities, Inc., 
 >  > https://click.e.principal.com/?qs=58626e7686d94f4de8774c8857bf6f2639275d5ab79e8744a62d22c44db6b0c33e7cd987ee9a9a501f72a17ae3d931048f1a9799b3ae9b2e7e9ddc31cb4fcad0 
 >  > member SIPC  and/or
 >  > Independent broker/dealers. Referenced companies are members of the 
 >  > Principal Financial Group®, Des Moines, IA 50392.
 >  > 
 >  > Principal(R), Principal Financial Group(R), and Principal and the logomark 
 >  > design are registered trademarks of Principal Financial Services, Inc., a 
 >  > Principal Financial Group company, in the United States and are trademarks 
 >  > and service marks of Principal Financial Services, Inc., in various 
 >  > countries around the world.
 >  > 
 >  > You are receiving this email because you have an account, product, or client 
 >  > with Principal, have registered to receive emails from Principal, or have 
 >  > indicated interest in a product or service.
 >  > 
 >  > (c) 2024 Principal Financial Services, Inc., 711 High Street, Des Moines, 
 >  > Iowa 50392