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

  • 21 Jan 2015
  • 1:00 PM - 3:00 PM
  • Webinar: TIME ZONE : EST

Registration

  • 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
  • General Public. 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 Customerservice@applebyconsultinginc.com. We look forward to your attendance.
Registration is closed

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.

253 Silvertop Drive
Grayson, GA 30017

Telephone: 973-313-9877
Fax: 888-524-3120

(C) Appleby Retirement Consulting Inc 2006-2016

Terms of Use  |  About Denise Appleby  |  Media &Press
Legal  |  Delivery & Return Policy  |  Contact Us

Powered by Wild Apricot Membership Software