IRA Rollovers, Transfers, and Direct Rollovers        




This course focuses on the rules for properly completing IRA-to-IRA transfers and rollovers and the various types of rollovers between individual retirement accounts (IRAs) and other eligible plans. The course reviews the responsibilities of IRA owners and IRA custodians/trustees in the processing and reporting of these rollovers and transfers.


90 mins.


  • Understand the difference between IRA rollovers and transfers
  • Be familiar with the rules for IRA-to-IRA transfers
  • Be familiar with the rules for IRA-to-IRA rollovers
  • Be familiar with the rules for rollovers and direct rollovers between IRAs and qualified employer plans
  • Be familiar with the documentation and reporting essential to successful rollovers and transfers
  • Understand the responsibilities of an IRA custodian/trustee, an IRA owner, and plan administrators in handling rollovers and transfers

     76B3R4.2

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