Retirement: Rollovers and Conversions

This course will explain the rollover options available to people who receive distributions from their qualified plans, both at retirement and long before they need them or are ready to put these funds to work. It will examine how rollovers work and the advantages they offer. It will also look at how traditional IRAs and qualified plans can be converted into Roth IRAs, and the reasons why clients may want to transfer funds into this retirement savings vehicle.

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