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Transfers vs. Rollovers Webinar

Which one is right for you?

View Webinar

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.

Duration: 42 minutes
Speaker: John Paul Ruiz, Director of Professional Development

Watch this webinar and learn about each type of funding method:

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

John Paul Ruiz---100x150

John Paul Ruiz, QKA, CISP
Director of Professional Development
The Entrust Group

John Paul Ruiz brings to the team over 20 years of experience in the retirement and financial services industries.

Before joining Entrust, he served as Vice President of Professional Development for Integrated Retirement Initiatives, LLC. John Paul has also gained valuable retirement plan insight from his roles at Ascensus, the IRA Institute, and American Bankers Association, among others. 

To complement his extensive career within the retirement and finance industries, John Paul holds QKA and CISP certifications. He joins the Entrust team to help us remain compliant with ERISA regulations, and to offer valuable insights about the retirement industry so that we can better serve our clients.