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For 40 years, The Entrust Group has provided account administration services for self-directed retirement and tax-advantaged plans. Entrust can assist you in purchasing alternative investments with your retirement funds, and administer the buying and selling of assets that are typically unavailable through banks and brokerage firms.
This course provides in-depth instruction on transfers and rollovers for Traditional and Roth IRAs (Individual Retirement Arrangements), as well as other tax-preferred accounts. If your company handles transfers and rollovers directly, or advises investors on these processes, this training helps professionals gain a masterful understanding of these IRA funding methods.
In this expert course, you will learn:
Through the American Bankers Association, we are approved to provide CE credits for the following designations:
At checkout, you will be asked to create an account if you do not already have one. Once you sign in and complete the purchase, you will have immediate access to the course content. You will also receive a welcome email with a link for subsequent sign-ins when you create an account.
