Course Length
60 mins
Instructor
Ascensus
Price
$275.00
Description
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.
Shopping Cart
Your cart is empty