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View More Ascensus Webcasts and Conferences

Transfers and Rollovers


Nov. 30, 2017

Recorded Online


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.

Learning objectives:

  • Differentiate between transfers and rollovers
  • 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

Continue by clicking on the following link:

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