IRA Rollovers and Transfers have changed, are you prepared?

Retirement plan portability can be confusing, not only for IRA owners and plan participants, but for financial organization personnel. The differences between a rollover and a transfer, and a direct and indirect rollover are just a few of the topics that will be discussed during this session. This webinar also touches on designated Roth account assets.

This program is Part 2 of a 3 Part Series. For more information and series pricing, Click Here.

Covered Topics:

  • Differentiate between rollovers and transfers
  • Compare direct and indirect rollovers between IRAs and employer-sponsored retirement plans
  • Understand how to accurately document transfers and rollovers
  • Discuss how rollovers are reported to the account owner and to the IRS

Who Should Attend?

Those responsible for IRA compliance or operations at their financial organization will benefit from this program.