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 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.


Location Date Price
Online/Virtual Mar 21 2024 $229
Online/Virtual Nov 14 2024 $229