IRA Transfers and Rollovers-Sp23

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$275.00

Additional information

Presenter: Ascensus

This 60-minute program will be presented live on: April 5, 2023 – 10:00-11:00 a.m. CT

Recording available through: July 5, 2023

Price: $275

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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Quantity	Discount	Discounted price
5 +	15%	$233.75

Save 15% on Online Seminars when you purchase 5 or more.

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IRA Transfers and Rollovers-Sp23

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