IRA Update

Patrice Konarik


Patrice M. Konarik, CFP®, is president and founder of Sunwest Training Corp. located near San Antonio, Texas. With over 25 years experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas. In over 20 states, Patrice is considered the top resource for live IRA training seminars and Webinars for thousands of bank and credit union employees each year. She has a BS from New York’s Binghamton University and earned her Certified Financial Planner™ designation in 1990. Patrice has a "down-to-earth", humorous training style and encourages interaction during the training sessions.
Tuesday, January 12th, 2010
10:00 am - 12:00 pm CT
The year 2010 will be arriving soon, and with the New Year come some new changes to IRAs. The Tax Increase Prevention and Reconciliation Act signed into law in 2006 will implement income adjustments to the Roth IRA Conversion rules. There are also some reporting changes on the IRA reporting forms to the IRS. There may also be some cost of living adjustments to the products by year end. All this information plus any new releases will be thoroughly discussed during this two hour webinar.

What You Will Learn:

  • What are the 2010 contribution limits and cost of living adjustments for Traditional, Roth and SEP IRAs?
  • What is the difference between a Traditional to Roth "conversion" and a QP to Roth "rollover"?
  • What is the tax break for Roth Conversions in 2010?
  • How should Qualfied Charitable Distributions, Health Funding Distributions and QP direct rollovers be reported?
  • What is the difference between a nonspouse beneficiary moving money from an employer plan to an IRA vs. an IRA to an IRA?
  • Who is responsible for the deceased owner's RMD in the year of death?
  • Whose name and SSN should appear on the 1099-R when reporting death distributions?

This interactive session will allow time to answer your questions regarding IRA issues you encounter on a regular basis.

Who Should Attend?

IRA personnel in New Accounts, CDs, Trust, Investments and Savings Departments who are involved with the opening, selling, and administration of IRA accounts will benefit greatly from the review of the more complicated aspects of the IRA. This is considered an "Intermediate" workshop.
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