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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

Rollovers Strategies for Asset Consolidation in retirement accounts : Rules, Limitations and Exceptions for IRAs and other retirement accounts

  • 27 Oct 2016
  • 1:00 PM - 2:00 PM
  • Time is in Eastern Time / Webinar


Registration is closed

Presenter:  Denise  Appleby


Fee: $29 for nonmembers . Free for members


Description: An explanation of the rules and regulations that govern the movement of assets between retirement accounts. This includes rollovers between qualified plans, rollovers between IRAs and rollovers between qualified plans and IRAs.  Includes traps that should be avoided, withholding rules, and rolling to a Roth vs. a traditional IRA 



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


Topics Covered: 

  • When and how rollovers between retirement accounts can be accomplished.
  • How to identify possible errors with rollovers and transfers, how to help clients avoid such errors, and where possible- how such errors can be corrected.
  • The operational and compliance requirements for rollovers and transfers between retirement accounts.
  • The tax-treatment of rollovers, including how to segregate after-tax funds from pre-tax funds, creating opportunities for tax-free Roth Conversions
  • The tax withholding rules that apply to distributions

Please Note: We will send you the information to dial into the webinar at least 24 hours prior to the scheduled start time.




If you are unable to attend: 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.


Please see our cancellation policy here

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