2022 IRA Study Part 2: Movements Webinar Recording

Member Fee:  $165
Non-Member Fee:  $265

Speaker: 
Debbie Crawford, gettechnical, inc

This IRA webinar is designed for those who work with customers to move IRA funds. It is designed for new account specialists and IRA administrators to help your financial institution “get it right” when a customer is moving money to your institution. This detailed webinar will take each type of movement and walk you right through how it should be done.

Topics include:

  • Rollover from IRA to IRA
  • Transfers from IRA to IRA
  • Qualified retirement plan rollovers
  • IRA waiver or 60 day rule
  • Recharacterizations
  • Conversions
  • Other special rollovers and revocations
  • Self Certifications and new codes
  • COVID 19 Rollovers
When
7/11/2022 - 1/11/2023
 

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