Patrice M. Konarik
Are you ready to climb to the next level of expertise? You've probably heard some of the "creative" interpretations of the most recent IRS regulations regarding IRAs. If you would like an intermediate level Webinar that will explain the more technical areas of the IRA world, this is the one for you.
In order to follow this informative session, it is recommended you have a working knowledge of IRAs or have attended the IRA Basic session. The following topics will be discussed:
Legislative review and procedural guidance on any updated IRA rules and regulations including new COLAs effective 2014
Beneficiary designations - primary vs. contingent
Rollovers vs. Transfers
IRA distributions penalty exceptions at 59½ and required minimum distributions at 70½
Beneficiary payout options - Spouse vs. Nonspouse
Reporting payments to beneficiaries correctly
About the speaker:
Patrice M. Konarik, CFP™ is founder and president of Sunwest Training Corp. located near Galveston, Texas. With over 20 years experience in the financial industry, Patrice has focused her expertise on the retirement and deposit account areas and is currently providing training for state banking associations, credit unions and other organizations in over 20 states. She has a BS in Management from New York's Binghamton University and earned her Certified Financial Planner™ designation in 1990. Patrice brings the information to life with her in-depth knowledge, her keen sense of humor and an unlimited supply of "true life" examples.
This program was recorded in its entirety in January 2014. The CD-ROM includes program slides, materials (if available) and follow-up Q & A document.
This product was added to our catalog on Friday 03 August, 2007.