BEGIN:VCALENDAR VERSION:2.0 METHOD:PUBLISH PRODID:-//Telerik Inc.//Sitefinity CMS 13.3//EN BEGIN:VTIMEZONE TZID:Central Standard Time BEGIN:STANDARD DTSTART:20231102T020000 RRULE:FREQ=YEARLY;BYDAY=1SU;BYHOUR=2;BYMINUTE=0;BYMONTH=11 TZNAME:Central Standard Time TZOFFSETFROM:-0500 TZOFFSETTO:-0600 END:STANDARD BEGIN:DAYLIGHT DTSTART:20230301T020000 RRULE:FREQ=YEARLY;BYDAY=2SU;BYHOUR=2;BYMINUTE=0;BYMONTH=3 TZNAME:Central Daylight Time TZOFFSETFROM:-0600 TZOFFSETTO:-0500 END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT DESCRIPTION:REGISTER FOR ON-DEMANDS\, please send a message to \;regist ration@theleague.coop \;with the name of the\nOn-Demand that you wish to purchase. \;\nLearn the most common IRA rollover and transfer mista kes in this easy-to understand session. Do you know your responsibilities versus the IRA owner&rsquo\;s responsibilities? This webinar will explain how rollover rules differ depending on whether the distribution originated from an IRA versus an employer-sponsored retirement plan. Current informa tion\, interpretations\, and best practices will be detailed.\nLearning Ob jectives\n\n Recognize when the once-every-12-months rollover rule does not apply\n Identify the most common mistakes made when handling emplo yer-plan-to-IRA rollovers\n Properly use important terminology\, such a s rollovers vs. direct rollovers vs. transfers\n Understand how to avoi d costly mistakes when handling inherited (beneficiary) rollovers and tran sfers\n Identify your responsibilities versus best practices\n Expla in the exceptions to the 60-day rollover rule\n Handle in-kind distribu tion rollovers (distributions of securities and other non-cash assets)\n\n This session will provide the detailed information and reference tools you need to confidently provide IRA owners and beneficiaries with the informa tion necessary to make informed decisions regarding IRA-to-IRA rollovers\, employer-plan-to-IRA rollovers\, and IRA-to-IRA transfers. Staff who have operational\, compliance\, or IRA owner interaction will gain valuable in sight into the nuances of properly handling and explaining IRA rollovers a nd transfers. In addition\, managers and individuals who hold insurance or securities licenses will gain a thorough understanding of the many rules and their responsibilities. You will also learn the most common pitfalls t o avoid when discussing and handling IRA rollovers and transfers. DTEND:20211019T203000Z DTSTAMP:20240319T040547Z DTSTART:20211019T190000Z LOCATION: SEQUENCE:0 SUMMARY:Top 10 IRA Rollover Mistakes UID:RFCALITEM638463999477051330 X-ALT-DESC;FMTTYPE=text/html:
Learn the most common IRA rollover and tran sfer mistakes in this easy-to understand session. Do you know your respons ibilities versus the IRA owner&rsquo\;s responsibilities? This webinar wil l explain how rollover rules differ depending on whether the distribution originated from an IRA versus an employer-sponsored retirement plan. Curre nt information\, interpretations\, and best practices will be detailed.
\nLearning Objectives
\nThis session will provide the detailed information a nd reference tools you need to confidently provide IRA owners and benefici aries with the information necessary to make informed decisions regarding IRA-to-IRA rollovers\, employer-plan-to-IRA rollovers\, and IRA-to-IRA tra nsfers. Staff who have operational\, compliance\, or IRA owner interaction will gain valuable insight into the nuances of properly handling and expl aining IRA rollovers and transfers. In addition\, managers and individuals who hold insurance or securities licenses will gain a thorough understand ing of the many rules and their responsibilities. You will also learn the most common pitfalls to avoid when discussing and handling IRA rollovers a nd transfers.
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