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Transfers vs. Rollovers: Which One is Right For You?

Did you know rolling over or transferring your old 401(k) or IRA funds can still lead to tax benefits for your 2017 taxes? Or use an annual contribution to reap your tax benefits? Using the incorrect funding method or being unaware of the rules associated with either may cause delays and possible tax consequences.

 You have options to choose from when you decide to fund your account: rollover, transfer, direct rollover or annual contribution. These transactions may sound similar, but they are distinctly different. In this webinar, we provide you with the information you need to understand the difference between them and which one is right for you. Watch this webinar presented by John Paul Ruiz, Director of Professional Development at The Entrust Group, and learn about each type of funding method as he discusses:

  • What is a self-directed IRA and what are the available investment options
  • The difference between funding an account with a rollover versus a transfer
  • Contribution eligibility and limits for account holders



Date: March 28, 2018
Duration: 63 Minutes
Speaker: John Paul Ruiz, Director of Professional Development at The Entrust Group

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