Patrice M. Konarik, CFP, is president and founder of Sunwest Training Corp. located in the Texas Hill Country near San Antonio, Texas. With over 30 years experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas and is currently providing live training and Webinars on these subjects on a nationwide basis. She has a BS from New York's Binghamton University and earned her Certified Financial PlannerTM designation in 1990. Many state banking associations and other organizations use her as their main source for training on these complicated topics. Patrice's upbeat personality and former banking experience easily encourages interaction and questions during the training sessions.
Roth rules finally clarified in a simple manner.
Every time tax time comes around, it seems that Roth IRA distributions are the victims of mis-coding by the financial institutions and over-taxation by the tax preparers. Thousands of dollars in taxes and penalties are being paid to the IRS on Roth distributions that should be free. If you are looking at sorting out the "facts" from "fiction" regarding Roth IRAs, this is a "must attend" one hour Webinar.
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 rules and regulations of Roth IRAs.