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Webinar: Processing IRA Rollovers & Transfers

 

 

Tuesday, June 17, 2014

2:00 - 3:30 pm CST

 

Speaker: Frank J. Laloggia, Laloggia Consulting, Inc.

 

About the Program

Rule Change Alert: In a stunning March 2014 announcement, the IRS stated that the one IRA-to-IRA rollover per year rule applies to all of a member's IRAs, not to each IRA separately. This webinar will address the implications this ruling may have on your IRA program.

 

Other recent IRA rule changes have expanded the portability options available to IRA members. The increased choices – while providing welcome new opportunities – come with additional complexities. IRA members are posing difficult new questions. What are the considerations and consequences of rolling over funds from an employer-sponsored retirement plan into an IRA or beneficiary IRA? This session will provide valuable information to new and experienced IRA professionals who want a solid understanding of IRA rollover and transfer rules and responsibilities.

 

HIGHLIGHTS

  • Implications of the recent IRS announcement on the once every 12 month IRA-to-IRA rollover rule change
  • The difference between rollovers and transfers
  • Review proper processing and reporting requirements of rollovers versus transfers
  • Required and suggested forms and documentation
  • Analyze employer-sponsored plan to IRA rollover considerations
  • The difference between direct and indirect IRA rollovers
  • How to handle IRA revocations


Related Files
Printable Brochure (Adobe PDF File)

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