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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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