Presented by: Ascensus
|This 90-minute program will be presented live on:||October 28, 10:00-11:30 a.m. Central Time|
|Recording available through:||January 28, 2021|
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.
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