Rollovers by Dearborn Financial Institute, Paperback | Barnes & Noble
Rollovers

Rollovers

by Dearborn Financial Institute
     
 
This text helps the financial services professional understand when a rollover of funds is appropriate and how to complete the transaction. Rollovers covers the legal requirements, procedures, benefits and risks of transferring funds between qualified retirement plans and IRAs.

Overview

This text helps the financial services professional understand when a rollover of funds is appropriate and how to complete the transaction. Rollovers covers the legal requirements, procedures, benefits and risks of transferring funds between qualified retirement plans and IRAs.

Editorial Reviews

Booknews
Covers basic rollover rules as they apply to nontaxable rollovers between IRAs. Explains distributions from employer-sponsored retirement plans and how they may be rolled over into an IRA or another employer-sponsored plan, and investigates how IRA investors may convert their traditional IRAs into Roth IRAs in taxable rollovers, and when it makes sense to pay a rollover tax to take advantage of the benefits of the new type of IRA. Also covers rules that apply to rollovers by individuals older than 70, beneficiaries of retirement accounts, and ex-spouses. Includes review questions, and a test and faxable answer form to use with continuing education courses. Lacks a subject index. Annotation c. Book News, Inc., Portland, OR (booknews.com)

Product Details

ISBN-13:
9780793130986
Publisher:
Kaplan Publishing
Publication date:
09/28/1999
Pages:
69
Product dimensions:
8.48(w) x 10.87(h) x 0.20(d)

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