5315 Wall Street, Suite 280
Madison WI 53718-7961
$275.00
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.
| Quantity | Discount | Discounted price |
| 5 + | 15% | $233.75 |
5315 Wall Street, Suite 280
Madison WI 53718-7961