Recording - IRA Transfers and Rollovers - Sp22

Course Length
60 mins




Presented by: Ascensus 

This 60-minute program will be presented live on: March 30, 10:00-11:00 a.m. Central Time
Recording available through: June 30, 2022
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.

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