One Per Year IRA Rollover

Recent court action has changed how members will have to manage their individual retirement accounts and limits rollovers to one per year. For information on how this will impact your members and credit union join this presentation. CLICK HERE for a complete handout of this presentation and be sure to follow us on Twitter!

Uploaded on Apr 29, 2014

Tags: Compliance Connection, IRA, Shawn Wolbert, Credit Union, CUBE TV, 2014, April