Retirement Plan Rollovers, Conversions, and Distributions (Second Edition)

Authored by CCH Editorial Staff
About this Course
This course discusses the tax incentives for retirement savings, and the rules regarding the shifting of savings from one retirement plan or account to another. It also discusses the consequences of dipping into those savings before retirement age. Upon completion of this course, you will be able to: Name key features of today’s retirement plan accounts; Identify plan assets that may use rollovers and the plans eligible to receive them; Recognize the differences between actual distributions and trustee-to-trustee transfers; List rules for converting traditional IRAs, recharacterizing contributions, and reconverting a recharacterized conversion; Summarize the merits of keeping retirement assets in a 401(k) account rather than rolling over to an IRA; Recognize the consequences of early distributions and hardship distributions from retirement accounts
$ 60.00
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NASBA Field of Study
Taxes
Level
Basic
CPE Credits
2.0
Prerequisites
None
Last Updated
06/27/2016
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