An Introduction to rollover and transfers rules for Retirement Accounts

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

Registration

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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.
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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.

Handouts:

  • 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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Grayson, GA 30017

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