IRA Transfers and Rollovers-Fa23

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$275.00

Additional information

Ols date	12/13/2023
Recording available	3/13/2024
Presenter	Ascensus
Program Time	10:00-11:00 a.m. CT
Ols duration	60 minutes

Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are up to date and handling these transactions properly. You will learn the difference between transfers and rollovers and direct and indirect rollovers, as well as acquire an understanding of Roth retirement plan assets and portability with Roth IRAs.

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IRA Transfers and Rollovers-Fa23

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