IRA Plan Types - What are the similarities and differences?

Patrice Konarik

Patrice M. Konarik, CFP is president and founder of Sunwest Training Corp. located near San Antonio, TX. She has over 25 years experience in the banking industry specializing in Deposit Accounts and IRAs, and is currently providing training in these areas for many organizations on a nationwide basis. Patrice earned her BS in Management from Binghamton University in New York and has been a Certified Financial Planner for over 20 years.

Tuesday, September 30th, 2008
1:30 pm - 3:30 pm CT

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:

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

Who Should Attend?

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.

Sign Up!

On-Demand Recording Only - $255: Unlimited playback & materials only. If you are unable to attend the regularly scheduled event, but are interested in the topic, you can purchase the recorded version. You will receive a web address for online viewing and an audio CD and handouts for offline viewing.