IRA Transfers and Rollovers 2023 - Webinar | Iowa Bankers Association | 12 December 2023 | Virtual Event

Venue
Virtual Event

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Event Date Wed Dec 13 UTC (about 1 year ago)
In your timezone (EST): Tue Dec 12 7:00pm - Tue Dec 12 7:00pm
Location Virtual Event
Region All
Details

Attending this 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.