Qualified Retirement Plans

IRA Transfers and Rollovers

Webinar $229

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.

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1.5 CE Credits

Basic IRAs Qualified Retirement Plans

Nov 16 2023 Online/Virtual

Basic IRAs Qualified Retirement Plans

eLearning LMS

Online Course $399

eLearning provides you with access to convenient and effective training through an online library of courses on qualified retirement plans, Traditional and Roth IRAs, SEP and SIMPLE IRA plans, heath savings accounts, and education savings accounts. Individual courses are available through our learning management system (LMS), Ascensus University, or for use within your LMS.

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1.25-41 CE Credits

Basic IRAs Education Savings HSAs Qualified Retirement Plans Small Business IRAs Advanced IRAs

Online/Virtual

Basic IRAs Education Savings HSAs Qualified Retirement Plans Small Business IRAs Advanced IRAs

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Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s 529 plan.

When you invest in a 529 plan, you are purchasing municipal securities whose value may vary based on market conditions. Investment returns are not guaranteed, and you could lose money by investing in a 529 plan. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

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