Session # 1: Critical Rules for Moving Retirement Accounts

This self-study course is a Premium course. When moving IRS and employee plan accounts, the goal is usually to retain tax-deferred status. But one wrong move, one simple mistake, can produce the opposite result—immediate taxability! This course covers the rules that apply to Rollovers and Roth conversions and how to execute these transactions in accordance with the tax code, regulations, and IRS rules.