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IRA Transfers and Rollovers


Additional information


Presenter: Ascensus

This 60-minute program will be presented live on: October 26 – 10:00-11:00 a.m. Central Time

Recording available through: January 26, 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.

Bulk deal
Quantity Discount Discounted price
5 + 15% $233.75

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