Top 10 IRA Rollover Mistakes

Learn the most common IRA rollover and transfer mistakes in this easy-to-understand session. Do you know your responsibilities versus the IRA owner’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 information, interpretations, and best practices will be detailed.

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

• Recognize when the once-every-12-months rollover rule does not apply
• Identify the most common mistakes made when handling employer-plan-to-IRA rollovers
• Properly use important terminology, such as rollovers vs. direct rollovers vs. transfers
• Understand how to avoid costly mistakes when handling inherited (beneficiary) rollovers and transfers
• Identify your responsibilities versus best practices
• Explain the exceptions to the 60-day rollover rule
• Handle in-kind distribution rollovers (distributions of securities and other non-cash assets)

For more information or to register CLICK HERE