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.

Learning Objectives

• Learn the differences between transfers and rollovers.

• Understand Roth retirement plan assets and portability with Roth IRAs.

• Ensure you are handling the IRA transfer and rollover transactions correctly.

Duration: 60 minutes

Recorded on May 14, 2024.