Rollovers and Transfers: Rules, Limitations, Exceptions - Focus on IRAs

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

Fee: $75.00 per location. Free for some members . Click to 'show details' for more information

Description: An explanation of the rules and regulations that govern recharacterizations of Roth IRA Conversions and IRA Contributions

Learning Objectives:

• Identify the types of distributions that can be rolled over between retirement accounts and the different types of rollovers and rollover methods available.
• Explain the different methods by which assets can be moved between IRAs and other retirement accounts, and the limitations that apply to timing and frequency of such methods.

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
• Little know rollover rules
• 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
• Rollover-Transfer Quick Reference guide

Free Technical Consultation: Attendees get free email technical consultation on the topic covered. To be used within 30-days after attending the webinar. 

Cancellation and Refund Policy

• 30-days before the date of the webinar: If you are unable to attend a webinar for which you registered, you will receive a full refund of your purchase price if you cancel at least 30-days before the date of the webinar.    
• Less than 30-days before the date of the webinar: Cancellations received during this period are subject to a cancellation fee of $15.00.
• Date of webinar: There are no refunds for cancellations received on the scheduled date of the webinar.

Cancellation requests should be sent to Customerservice@applebyconsultinginc.com . Cancellations cannot be done by telephone.