Recording - Rollovers Between Retirement Plans and IRAs - Sp19

Course Length
90 mins

Instructor
Ascensus

Price
$275.00

Description

Presented by: Ascensus 

This 90-minute program will be presented live on: March 6, 10:00-11:30 a.m. Central Time
Recording available through: June 6, 2019
Price: $275

 

Congress has passed new legislation that now allows even more generous rollover options.  With 10,000 baby boomers turning age 65 every day and liberalized rollover options, more rollover questions are coming up now than ever before.  This webinar explains some of the new rollover opportunities along with the evolving portability rules between IRAs and employer-sponsored retirement plans.  It teaches financial organizations how to capture, facilitate and report rollovers between retirement plans and IRAs.

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