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Speaker, author, teacher, consultant: I teach/consult to financial, tax, and legal professionals about the tax laws that govern IRAs and employer plans

An Introduction to rollover and transfers rules for Retirement Accounts

  • 07 Apr 2015
  • 1:00 PM - 2:00 PM
  • Webinar: TIME ZONE : EST


  • Webinars are always free for Gold members. Some webinars are free to other members, depending on membership level. Become a member and get free access to webinars and more

Please click this 'register' button to start the registration process. If you experience difficulty of have questions, please contact us at 973-313-9877 or We look forward to your attendance.
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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.


  • 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.

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