IRA Transfers and Rollovers-Fa24

Home > GSB Online Seminar Series > IRA Transfers and Rollovers-Fa24

Home > Schools & Programs > IRA Transfers and Rollovers-Fa24

Please log-in to purchase.

Purchasing for others?

Learn How

Please log into your account at GSB.org using your own credentials before adding programs to your cart. (If you don't have an account, you'll need to create one; if you have forgotten your password, you can reset it.)

If you'd like to purchase for someone else, or use a payment method associated with another employee, you'll be prompted for that information on a future screen – but please use only your own credentials when making the initial program selection.

$275.00

Additional information

Date	10/30/2024
Recording Available Until	1/30/2025
Presenter	Ascensus
Company	Ascensus
Program Time	10:00 am-11:00 am CT
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.