What this course covers
- Distinguish a trustee-to-trustee transfer from an indirect rollover
- Explain the 60-day window and the withholding that often accompanies it
- List what to verify before and after moving retirement money
Lessons
- 1. Direct transfersThe money never passes through your hands. · 7 min
- 2. Indirect rollovers and the 60-day windowA cheque to you starts a clock. · 8 min
- 3. Leaving a workplace planWeighing a plan against an IRA without a default answer. · 7 min
- 4. Verify afterwardsConfirm the amount, the type and the tax reporting. · 6 min
Course quiz
4 questions. 3 correct answers pass, and you can retry as often as you like. Answers are checked in your browser and the attempt is saved on this device only.
Take the quizCompletion record
Complete all 4 lessons and pass the quiz to record completion. 0 of 4 lessons done so far.
This is a device-based completion record, not a verified credential. It is generated from progress saved in this browser and cannot be validated by anyone else until a server-verified learning record exists.
Your lesson progress, bookmarks and quiz attempts are saved on this device only, for this account. They are not stored on our servers, they do not follow you to another browser or phone, and they are removed when you sign out.
Educational information only. IRA XRay does not provide individualized investment, tax or legal advice, and nothing here is a recommendation. Contribution limits, income thresholds, distribution ages, tax rates and treaty terms change, so confirm current rules with the IRS, the Social Security Administration, Medicare or a qualified professional before you act.
Canonical address: https://iraxray.com/learning/courses/rollovers-transfers-60-day-rule