Course Length
60 mins
Instructor
Ascensus
Price
$225.00
Upcoming Sessions
Description
Presented by: Ascensus
| This 60-minute program will be presented live on: | March 3, 10:00-11:00 a.m. Central Time |
| Recording available through: | June 3, 2021 |
| Price: | $225 |
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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