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Provided by: Lorman Education Services IRA Rollovers and Transfers: Common Portability and Processing Concerns |
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Training
Provided by Lorman Education Services
nThis teleconference is specially designed for those who advise their clients on IRAs. We'll focus on the options available both to IRA owners and their beneficiaries when it comes to transferring an IRA. You'll find out how an IRA owner can obtain relief for missing the 60-day rollover deadline and learn about the permissible ways a spouse and nonspouse beneficiary can set up an inherited account. This teleconference can help you spot and avoid some of the common mistakes taxpayers make when transferring IRAs.
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IRA Rollovers and Transfers: Common Portability and Processing Concerns
Agenda
- 60-Day Rollover Extensions
- Automatic Relief
- Private Letter Rulings
- Spousal Beneficiary
- Transfer to Inherited IRA
- Spousal Rollovers
- Rollovers Through Trust or Estate
- Nonspouse Rollovers of Plans or IRAs
- Qualified Plans to IRAs
- Conversion to Roth IRAs
- In-Kind Transfers out of Estate or Trust
- Potential Traps
- Rollovers With IRAs Subject to SEPP
- Setting Up Inherited IRAs
- Spousal Rollover Trap
About The Training Provider: Lorman Education Services
Lorman Education Services - Lorman Education is dedicated to providing cost-effective training opportunities that meet the needs of our members and enhance their skills, knowledge, and competencies.
Please use Priority Code 16175 when registering.
Lorman Education Services began offering continuing education seminars in 1987.
Lorman Education is dedicated to providing cost-effective training opportunities that...
