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IRA Transfers and Rollovers

October 27, 2021 10:00 am - 11:00 am

Price: $225

Presented by: Ascensus

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.