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IRAs

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IRAs Part 2 - How to Move Money Correctly Bet...

Upcoming
  • Fri, September 09, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 2 - How to Move Money Correctly Between Retirement Plans

Upcoming
  • Fri, September 09, 2022
  • Presented by Patrice Konarik

Auditing, Compliance, Customer Service, Deposit Accounts, IRAs, Reporting, Teller, Trusts

The terms "rollovers" and "transfers" are the most misused and abused words in the whole IRA dictionary. They are very often used interchangeably when explaining how to move retirement plan funds. You might think "What's the big deal if I say 'rollover' or 'transfer'? It's not the words that come out of your mouth that are the problem. It's how it's coded in the system and reported to the IRS that becomes a huge problem.

IRA Annual 4-Part Series: From A-Z

Upcoming
  • Tue, August 30, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

IRA Annual 4-Part Series: From A-Z

Upcoming
  • Tue, August 30, 2022
  • Presented by Patrice Konarik

Compliance, IRAs

Everything you need to know about IRAs in a four-part webinar series.

IRAs Part 4 - How to Audit IRA Files

Upcoming
  • Thu, October 20, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 4 - How to Audit IRA Files

Upcoming
  • Thu, October 20, 2022
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

What do your IRA files contain? Too much paperwork? Not enough paperwork? With the change-over of IRA personnel, both good and bad habits of the previous employees may turn into a legal nightmare.


IRAs Part 2 - Rollovers and Transfers

OnDemand
  • Recorded Thu, September 16, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 2 - Rollovers and Transfers

OnDemand
  • Recorded Thu, September 16, 2021
  • Presented by Patrice Konarik

Compliance, IRAs

One of the most misused and abused language in the IRA World is using the words "rollover" and "transfer" interchangeably.

Stay Current on What You Need to Know About I...

OnDemand
  • Recorded Fri, April 08, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$1,495.00

IRAs Part 3 - Distributions, Beneficiary Payo...

OnDemand
  • Recorded Fri, October 15, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 3 - Distributions, Beneficiary Payout Options and Reporting

OnDemand
  • Recorded Fri, October 15, 2021
  • Presented by Patrice Konarik

Compliance, IRAs

On January 1, 2020, the SECURE Act became effective with some of the most sweeping distribution changes we've had to IRAs since 2002. In addition, the life expectancy tables are being updated for 2021 distributions. Lots to catch up on!


IRAs: 4 Part Series

OnDemand
  • Recorded Thu, September 02, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

IRAs: 4 Part Series

OnDemand
  • Recorded Thu, September 02, 2021
  • Presented by Patrice Konarik

Compliance, IRAs

Everything you need to know about IRAs in a four part webinar series.

IRAs Part 4 - Auditing Your IRA Files

OnDemand
  • Recorded Thu, October 28, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 4 - Auditing Your IRA Files

OnDemand
  • Recorded Thu, October 28, 2021
  • Presented by Patrice Konarik

Compliance, IRAs

After we have absorbed all the basic rules, it’s time to check everything we – and those who came before us – have done to the IRA files.

IRA Update - Annual Review

OnDemand
  • Recorded Wed, January 19, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRA Update - Annual Review

OnDemand
  • Recorded Wed, January 19, 2022
  • Presented by Patrice Konarik

IRAs

In the ever-changing world of IRAs, it is always important to keep up with the latest IRS updates to the rules and regulations. Not to mention, you never know what Congress may slip in at the end of the year to turn the financial world upside down.

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