Recording - IRA Transfers and Rollovers - Fa21

Course Length
60 mins




Presented by: Ascensus 

This 60-minute program will be presented live on: October 27, 10:00-11:00 a.m. Central Time
Recording available through: January 27, 2022
Price: $225

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.

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