Self-Study On-Demand


1 CPE

Critical Rules for Moving Retirement Accounts for Owners: Transfers, Rollovers, Roth Conversions [2025-2026]

Self-Study On-Demand
1 CPE

Learning Objectives

Upon completion of this course, participants should be able to: Choose the right method when moving IRAs and employer plan assets; Identify the type of accounts between which assets can be moved; Determine how to avoid unintended distributions with owner and inherited accounts; Help spouse beneficiaries choose the `right' options for moving inherited IRAs; and Determine how to fix mistakes, where possible.

Major Topics

Moving IRA methods Employer Plan Assets Account Identification Unintended Distributions Fix Mistakes

CPE Credits Available

1 CPE
1
Taxation

Things to Know About This Course

Course Level

  • Basic

Intended Audience

CPAs, EAs, CRTPs and other Tax Professionals

Provider

Western CPE

Purchase This Course

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    $ 56 56
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