Denise Appleby- Author, Speaker on IRAs & Employer Retirement Plans; Consultant, and Trainer of Choice for Financial and Tax Professionals
Presenter: Denise Appleby
Fee: $29 for nonmembers . Free for members
Description: An explanation of the rules and regulations that govern the movement of assets between retirement accounts. This includes rollovers between qualified plans, rollovers between IRAs and rollovers between qualified plans and IRAs. Includes traps that should be avoided, withholding rules, and rolling to a Roth vs. a traditional IRA
NO CE CREDITS
Target Audience: Financial Advisors | Tax professionals | Financial professionals, including the staff at Credit Unions, Banks, Brokerage Firms and other financial institutions
Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.
SPACE IS LIMITED. REGISTER NOW AND RESERVE YOUR SPOT
If you are unable to attend: If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.
Please see our cancellation policy here http://iraeducationcenter.com/page-1836478
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