IRA Transfers, Rollovers & Conversions
July 7, 2026
Live Webinar:
DateJul 7, 2026Duration90 minutes
12:00 PM PDT01:00 PM MDT
02:00 PM CDT03:00 PM EDT
- Unlimited connections for your institution
- Available on desktop, mobile & tablet
- Take-away toolkit
- Presenter’s contact info for questions
On-Demand Webinar:
- Unlimited & shareable access starting two business days after live stream
- Available on desktop, mobile & tablet devices 24/7
- Take-away toolkit
- Ability to download webinar video
- Presenter's contact info for questions
IRA owners have unprecedented ability to move funds between tax-sheltered plans and may look to you for assistance.
Are
you ready? This nuts-and-bolts session will go over portability-related rules, terminology,
and jargon for common transactions. It will review key transactional red flags to
watch out for and common (avoidable) mistakes IRA owners and
trustees/custodians make. We’ll also pass along vital working knowledge of
transfer, rollover, and conversion transactions on which succinct internal
procedures can be based.
Further details will be available 45 days prior to the webinar date.
Presented By
Convergent Retirement Plan Solutions, LLC
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