GSB – IRA Transfers and Rollovers

Retirement plan portability is one of the most popular topics fielded on our consulting lines. Attending this course will help ensure that you are up to date and handling these transactions properly. You will learn the difference between transfers and rollovers and direct and indirect rollovers, as well as acquire an understanding of Roth retirement plan assets and portability with Roth IRAs.

Registration Option: Live presentation $275

Recording available through January 26, 2023

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Date

Oct 26 2022

Time

10:00 am - 11:00 am

Cost

$275.00

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