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Webinar: Understanding & Processing IRA Rollovers & Transfers

 

Wednesday, August 14, 2013

 

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

 

About the Program

IRA rule changes over the past several years have expanded the portability options available to IRA holders. The increase in choices, while providing welcome new opportunities, comes 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, versus an inherited or beneficiary IRA? This program is designed to assist employees who deal directly with members and those who work behind the scenes in the IRA support or operations areas. Join us to achieve a solid understanding of IRA rollover and transfer rules and responsibilities.

 

HIGHLIGHTS

  • Important characteristics of IRA rollovers versus transfers
  • Processing and reporting rollovers and transfers
  • Required and suggested forms and documentation, including review of a sample rollover certification form
  • Recognizing the difference between direct and indirect IRA rollovers
  • Possible tax consequences when rolling to a Roth IRA


Related Files
Printable Brochure (Adobe PDF File)

Related Links
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