As we continue our journey through “IRA Space” we come to the most abused terminology in IRAs. Everyone knows you can only do one rollover per “IRA” in a 12 month period – right? But, what’s the definition of an “IRA” – An IRA account? - An IRA plan? - An IRA plan type? The actual verbiage on this has always been a little gray and subject to interpretation. In a landslide, mind-blowing court case, the whole rollover world has been turned upside down. Big changes and clarifications regarding rollovers were effective January 2015. As you can see below, this is a jam-packed informational Webinar. And in August 2016, there were even more changes regarding “self-certification” of rollovers occurring beyond the 60 day period and financial institutions still being able to accept them.
Who Should Attend?
This is the Part II in a four-part series and is a “must-attend” Webinar for anyone - even remotely - involved in IRAs including, frontline, back office, call center, investment department, and trust department personnel.
If you are having issues with registering online, please contact CBAO's Education & Training Coordinator, Lianne Simeone, (614) 610-1877.