Navigating the Treacherous Waters of IRA Rollovers, Transfers an


Presented by:
Patrice M. Konarik

Are you ready to take the helm and navigate 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 to advanced 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 cost of living adjustments for 2015?
  • Qualified Plan Rollovers and IRA Rollovers and Transfers - HUGE change effective 2015
  • Calculating federal withholding correctly.
  • Distributions at age 70.5
  • Beneficiary designations - primary vs. contingent
  • Beneficiary payout options - Spouse vs. Nonspouse
  • Reporting payments to beneficiaries correctly
IRA personnel in New Accounts, CDs, Trust, Investments and Savings Departments who are involved in the opening, selling, and administration of IRA accounts will benefit greatly from the thorough discussions of the more complicated aspects of IRA. This is considered an "Intermediate" to "advanced" workshop so a working knowledge of IRAs is recommended.

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 2015. The CD-ROM includes program slides, materials (if available) and follow-up Q & A document.

Add to Cart:

  • Model: cd_iraadv0115
  • Manufactured by: Glia Group, Inc.

This product was added to our catalog on Friday 03 August, 2007.

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