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Click for Webinar Calendar
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California Professional Development
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Recorded Tuesday, September 30th, 2008
This two hour webinar will detail the most important aspects of each of the IRA plan types including basic forms, qualifications, age limitations, contribution limits, deductibility and distribution requirements for the following plan types:
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- Regular Traditional IRA
- Increased contribution limits and deduction eligibility
- Regular Roth IRA
- Clarify permissible “principal” withdrawals from a Roth
- Conversion Roth IRA
- Income eligibility changes effective 2010
- Simplified Employee Pension Plans (SEP IRA)
- Contribution limit increases and reporting of “prior year” contributions
- Coverdell Education Savings Accounts (CESA)
- Tax free access to principal and interest explained
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New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who are newly involved in the opening, selling, marketing, or administration of IRAs. Any officer/manager who "oversees" the IRA department and may be responsible for answering IRA accountholders questions or concerns but does not actually open IRA accounts - including call center personnel. Experienced IRA representatives who would like a review of the less and more complicated issues of IRAs.
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 Patrice M. Konarik, CFP®, is president and founder of Sunwest Training Corp. located near Galveston, Texas. With over 25 years experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas and is currently providing training in 22 states. She has a BS from New York’s Binghamton University and earned her Certified Financial Planner™ designation in 1990. Patrice brings the information to life with her humorous approach, in-depth knowledge and an unlimited supply of "true life" examples.
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