Finance Rules: EBW Financial News Radio

October20episode

When Should You Take Money Out of Your Retirement Account? Ask Sheldon Weiner


WELCOME to Finance Rules: The Egan, Berger & Weiner Financial News Radio Show — a monthly podcast show that offers insights into some of the top trends happening in the financial markets!

Today we’re featuring Financial Advisor Sheldon Weiner, a founding partner at Egan, Berger & Weiner. Along with his partners — Michael Egan and Bryan Beatty — and several of our advisors at the firm, they share ideas on planning for your financial future in each episode of this podcast radio show.

In this episode, Sheldon Weiner maps out the scenario: You just got a new job, or are retiring after a long and successful career. After the champagne and festivities comes the big decision of what happens to your defined contribution plan with your former employer.

And he answers these questions about the next steps to take, including:

  • Is there a problem taking company stock, or is it better to take a lump sum distribution?
  • Is it a good idea to invest in a Roth IRA?
  • Should a traditional IRA may be a better choice? If so, why?

Download the podcast now!

For more information about Egan, Berger & Weiner, visit www.EBWFinancialNews.com.


About Sheldon Weiner

With nearly four decades of experience in the financial industry, Sheldon started his career after attending the University of Maryland — and graduating from the Hartford Insurance Company School of Advanced Underwriting.

He earned the Life Underwriters Training Council Fellow designation, and he also served as president of Creative Financial Programs, Inc.

Sheldon also has more than 10 years of experience as a teacher and lecturer for various educational institutions in the area, and he is an active member of the Financial Planning Association (FPA).

He currently resides in Olney, MD, with his wife, Sharon. They have two grown children and three grandchildren.

_Securities and Investment Advisory Services offered through Voya Financial Advisors, member
SIPC. Egan, Berger & Weiner, LLC is not a subsidiary of nor controlled by Voya Financial Advisors._

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