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 25, 2021||$199|
|Online||November 18, 2021||$199|
Advance your career and grow your expertise by maintaining an industry designation and earning continuing education credits.
Get retirement, health, and education savings plan training without leaving your office. Our large selection of webinars are available live or for digital download.
We have some of the industry’s top ERISA-trained consultants who have specialized in retirement and savings plans for over 35 years.