This course introduces transfers and rollovers for Traditional and Roth IRAs (Individual Retirement Arrangements), employer-sponsor plans and other tax-preferred accounts. If your company handles transfers and rollovers directly, or advises investors that make them, this training helps professionals gain a basic understanding of these funding methods.

In this fundamentals 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
• How transfers and rollovers are reported