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.

Presenter
Ascensus

Registration Option
Live presentation $275

Recording available through June 30, 2022

Date

Mar 30 2022
Expired!

Time

10:00 am - 11:00 am

Cost

$275.00

More Info

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Labels

Webinar
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