Webinar Registration

Retirement Accounts Masterclass Session #2:
MOVE IT Transfers, Rollovers, Roth Planning, and Common Mistakes
Boost Your Client's Retirement Savings and Income Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, February, 10
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ET
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150 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors
Denise Appleby, Appleby Consulting

What You'll Learn

Learning Objectives

• Compare a transfer, direct rollover, indirect rollover, Roth conversion, and in-plan Roth transaction.

• Evaluate whether assets should remain in an employer plan or move to an IRA using tax, legal, investment, and client-specific factors.

• Calculate the taxable portion of a Roth conversion when IRAs contain pretax and after-tax amounts.

• Determine whether a Backdoor or Mega Backdoor Roth strategy is operationally available and appropriate.

• Diagnose common rollover and conversion errors and identify available correction procedures.

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Webinars are for Financial professionals only. Exceptions may be made for clients of Financial Experts Network subscribers.

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Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
What You'll Learn

Learning Objectives

• Compare a transfer, direct rollover, indirect rollover, Roth conversion, and in-plan Roth transaction.

• Evaluate whether assets should remain in an employer plan or move to an IRA using tax, legal, investment, and client-specific factors.

• Calculate the taxable portion of a Roth conversion when IRAs contain pretax and after-tax amounts.

• Determine whether a Backdoor or Mega Backdoor Roth strategy is operationally available and appropriate.

• Diagnose common rollover and conversion errors and identify available correction procedures.

Webinar Description

Learning Objectives

• Compare a transfer, direct rollover, indirect rollover, Roth conversion, and in-plan Roth transaction.

• Evaluate whether assets should remain in an employer plan or move to an IRA using tax, legal, investment, and client-specific factors.

• Calculate the taxable portion of a Roth conversion when IRAs contain pretax and after-tax amounts.

• Determine whether a Backdoor or Mega Backdoor Roth strategy is operationally available and appropriate.

• Diagnose common rollover and conversion errors and identify available correction procedures.

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.