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, October, 14
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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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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.