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IRA Transfers and Rollovers-Fa24

$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.