IRA Series: Processing IRA Rollovers & Transfers

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.

For more information or to register CLICK HERE