Recording - IRA Transfers and Rollovers - Fa19

Course Length
90 mins

Instructor
Ascensus

Price
$275.00

Description

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
Price: $275

 

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.

Shopping Cart

Your cart is empty