An Introduction to rollover and transfers rules for Retirement Accounts

Presenter: Denise Appleby,APA, CISP, CRPS, CRC®, CRSP

Fee: Free- members only access. Click 'show details' for more information.(PLEASE NOTE: Because this webinar is available only to our members, you are able to register only if you log in).

Description: Explanations of the different terminologies that are used for moving assets between retirement accounts; as well as restrictions and limitations that apply.

Learning Objectives:

• To get a basic understanding of the terminologies that are used when transferring and rolling over assets between retirement accounts
• To identify when a transaction is a transfer vs a rollover
• To understand when transfers can be used and when rollovers can be used, and identify circumstances when one should be used instead of the other
• To identify eligible vs ineligible rollover assets

Target Audience: Operations staff at Credit Unions, Banks, Brokerage Firms and other financial institutions | Financial Advisors | Tax professionals

Topics Covered:

• The new IRA rollover rules
• Eligible rollover distributions vs ineligible rollover amounts
• Rollovers to IRAs
• Rollovers from employer sponsored retirement plans
• Limitations on rollovers: Time and frequency
• Transfers- when they are permitted
• Steps to complete rollovers
• Steps to complete transfers

Q & A Session

Please Note: We will send you the information to dial into the webinar at least 48 hours prior to the scheduled start time.

Handouts:

• Copy of PowerPoint presentation

Cancellation and Refund Policy:If you register and are unable to attend, please let us know so that we can send you a link to a recording of the webinar.