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.
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
- 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.