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Wisconsin Credit Union Foundation

Processing IRA Rollovers & Transfers

After this session, you will know how IRA owners and beneficiaries may move assets between IRA plans, and between employer retirement plans and IRA plans. Be prepared the next time an IRA owner requests a rollover or transfer.

Jul 16, 2019 02:00 PM   -­­  Jul 16, 2019 03:30 PM
CT
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Type of Event
On Demand Webinar

Who Should Attend
  • On Demand
  • Webinars
  • Member Services

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Description

Recent rule changes have expanded rollover opportunities under certain circumstances but have limited rollover opportunities under other scenarios. Changes bring opportunities to financial institutions that understand how to navigate and properly handle IRA rollovers and transfers. After this session, you will know how IRA owners and beneficiaries may move assets between IRA plans, and between employer retirement plans and IRA plans. Be prepared the next time an IRA owner requests a rollover or transfer.

Learning Objectives

  • Responsibilities for processing and reporting rollovers versus transfer contributions
  • Differences between employer plan-to-IRA rollovers versus IRA-to-IRA rollovers
  • Difference between direct and indirect IRA rollovers
  • Guidance on the 60-day and once-every-12-months rollover rules
    • When IRA owners may receive an automatic extension of the 60-day rollover period through the self-certification process
    • Scenarios where the once-every-12-months rule does not apply
  • How to properly handle, title, and report beneficiary rollovers from employer plans
  • Handling IRA-to-IRA beneficiary transfers
  • Sample rollover forms and quick reference charts

Speaker

Frank J. LaLoggia, LaLoggia Consulting, Inc. ​

Investment

$259.00