This course provides in-depth instruction on transfers and rollovers for Traditional and Roth IRAs (Individual Retirement Arrangements), as well as other tax-preferred accounts. If your company handles transfers and rollovers directly, or advises investors on these processes, this training helps professionals gain a masterful understanding of these IRA funding methods.

In this expert course, you will learn:
• How to distinguish between an IRA transfer, rollover, and direct rollover
• The best methods for completing transfers and rollovers
• Which rules and requirements regulate these processes
• Which special provisions impact rollovers How transfers and rollovers are reported