Resource of the Month: IRA Rollover as a Qualified Plan Conduit

Weingast_IRAIn the spirit of new year’s resolutions, the start of the year often means that employees are putting plans in place to start new jobs. That’s why our January Resource of the Month is about Conduit IRA’s – which are special IRAs where funds are held until they are either transferred to a new plan or dispersed to the employee.

The resource provides an in-depth look at how these plans work, explains what your options are as either the plan provider or the employee, and goes over other considerations based on the latest legislation – including some new parameters that went into effect on January 1, 2015.

This is a can’t-miss resource – download it here today!

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