Presented by: Ascensus
|This 60-minute program will be presented live on:||March 3, 10:00-11:00 a.m. Central Time|
|Recording available through:||June 3, 2021|
Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between a rollover and a transfer, and a direct and indirect rollover are just a few of the topics that will be discussed during this session. This webinar also touches on designated Roth account assets.
Your cart is empty