Congress has passed new legislation that now allows even more generous rollover options. With 10,000 baby boomers turning age 65 every day and liberalized rollover options, more rollover questions are coming up now than ever before.
This webinar explains some of the new rollover opportunities along with the evolving portability rules between IRAs and employer-sponsored retirement plans. It teaches financial organizations how to capture, facilitate, and report rollovers between retirement plans and IRAs.
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