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All sessions will be recorded and available for purchase. Due to the inability to track attendance, however, a Letter of Participation is not provided for recorded events.
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Focused Topic 09: Roth Rollovers and Distributions
Mondays with Derrin and Steve
Roth plans are steadily growing. This program focuses on the frequently complex Roth distribution, taxation, and rollover rules. These include dealing with Roth losses, in-plan Roth rollovers, rollovers between plans and IRAs, and more.
Topics include:
Level: Overview
Instructional Delivery Method
Group – Internet-Based
Speaker – S. Derrin Watson, J.D., APM
Recipient of ASPPA's 2006 Educator of the Year Award
Objectives: After the seminar, attendees should be able to:
Select the "Fees" link on the right side menu of this page for more information about who is authorized to connect to the program, and for the cancellation/transfer policy.
Program Schedule (Eastern Time)
Monday, May 19, 2014
12:00 noon to 1:00 p.m. Eastern Time
(11:00 a.m. CT; 10:00 a.m. MT; 9:00 a.m. PT)
Program related requests, questions, or concerns may be e-mailed to: relius.education@sungard.com.