Retirement: Rollovers and Conversions

Overview

This course will explain the rollover options available to people who receive distributions from their qualified plans, both at retirement and long before they need them or are ready to put these funds to work. It will examine how rollovers work and the advantages they offer. It will also look at how traditional IRAs and qualified plans can be converted into Roth IRAs, and the reasons why clients may want to transfer funds into this retirement savings vehicle.

Learning Objectives

Students who successfully complete this course will be able to:

  • outline the options available to employees when they receive retirement plan assets
  • differentiate between direct and indirect rollovers
  • recognize the types of distributions that are not eligible for rollover treatment
  • demonstrate an understanding of how IRAs and retirement plans can be converted to Roth IRAs

Designed for

Retail, Investment Advisory

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