IRA Transfers and Rollovers
Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between rollovers and transfers, and direct and indirect rollovers are just a few of the topics that will be discussed during this session. This webinar also touches on designated Roth account assets.
|Online||March 28, 2019||$199|
|Online||November 21, 2019||$199|
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We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.