IRA Advanced Issues Seminar OnDemand with Live Streaming

In the IRA Advanced Day 2: We will summarize the changes and then actually get into the nitty gritty of new distribution regulations to owners and beneficiaries - what stays the same and what changes? How do we disclose all these changes to our customers?

Live Stream
Recorded Wednesday,
August 17th, 2022
Presented by Patrice Konarik
7h total length
$1,049.00 or 4 Tokens

Includes: Access the recording for 12 months.

  • Accounting/Reporting
  • Auditing
  • Compliance
  • Customer Service
  • Deposit
  • Deposit Accounts
  • IRAs
  • Reporting
  • Teller
  • Trusts
  • Branch Manager
  • Compliance Officer
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Internal Auditor
  • New Accounts Representative
  • Private Banker
  • Teller
  • Trainer
  • Trust Officer

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On the second day, you will better learn and comprehend the complicated areas of Rollovers and Transfers, and IRA Distributions to owners and beneficiaries and IRS reporting. This will result in a better picture of this confusing topic incorporating the new rules as part of the SECURE effective 2020, as well as the proposed regulations released in February 2022 and expected to take effect this year, changing beneficiary payout options - again!

What You'll Learn

  • Updated legislative regulations on IRAs as the result of the SECURE 1.0 and 2.0 and the 2022 Cost of Living
  • QP Rollovers and IRA Rollovers and Transfers
  • Distributions to Owners and Beneficiaries
    • New rules on Federal Income Tax Withholding
    • Before age 59½ - reporting the penalty exceptions
    • RMDs at age 72 – including mandatory notices
    • 9 Biggest Mistakes of IRA Beneficiary Payouts
    • Rules on new proposed rules on nonspouse beneficiary payout requirements beginning in 2022
    • Overview and Explanation of IRS Reporting Requirements

Who Should Attend

Anyone remotely involved in processing IRAs or answering client questions will greatly benefit from this fact-filled Live Stream IRA class. It works best if you have attended the IRA Basic Day 1 class and/or have been working with IRAs for at least 2 years.

Patrice Konarik

Instructor Bio

Patrice M. Konarik is president of Sunwest Training Corp. founded over 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 35 years in the financial industry, Patrice has focused her expertise on the retirement account area and is currently providing live training and Webinars on IRAs and Health Savings Accounts on a nationwide basis. She has a BS in Management Science from New York’s Binghamton University. Many state banking associations and other organizations use her as their main source for training on these complicated topics.