Roth IRA's and Conversion

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, June 15th, 2010
10:00 am - 11:00 am CT

No Excuses - Why wouldn’t you Roth?

There has never been a more misunderstood retirement account than the Roth IRA. Who wants to pay more taxes? The answer is NO ONE! And that’s just one of the more favorable benefits of depositing money into a Roth IRA. If you are looking at sorting out the truth from fiction regarding Roth IRAs, this is a must attend one hour Webinar.

Covered Topics:

Basic information on qualifications for Roths and contribution limits
When you can access your Roth principal without any tax implications
When the Roth interest is really tax free
How the funds are distributed from the Roth IRA – principal vs. interest
What is a conversion and what are the options for claiming the income
When can converted assets be withdrawn without a penalty
How to move money from a Qualified Plan to a Roth IRA
How is all of this reported to the IRS?

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 rules and regulations of Roth IRAs.

Sign Up!

Recording only - $155.00: 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.