Presented by: Ascensus
|This 90-minute program will be presented live on:||October 23, 10:00-11:30 a.m. Central Time|
|Recording available through:||January 23, 2020|
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