4721 S Biltmore Lane
Madison, WI 53718
Home > GSB Online Seminar Series > IRA Transfers and Rollovers-Sp24
Home > Schools & Programs > IRA Transfers and Rollovers-Sp24
Purchasing for others?
$275.00
Date | 04/03/24 |
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Recording Available Until | 07/03/24 |
Presenter | 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.
4721 S Biltmore Lane
Madison, WI 53718