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IRAs

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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.

IRA Reporting - Annual Update

OnDemand
  • Recorded Thu, March 03, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRA Reporting - Annual Update

OnDemand
  • Recorded Thu, March 03, 2022
  • Presented by Patrice Konarik

IRAs

While we may have hoped the IRA reporting deadlines would be back to normal, the federal disasters and other interruptions on 'normal' life have triggered some late reporting in several states.

IRAs Part 1 - The Basics

OnDemand
  • Recorded Thu, September 02, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 1 - The Basics

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

Compliance, IRAs

This 2 hour webinar will jump-start you into the world of IRAs. Understanding the basic terminology and forms will build your sturdy foundation.


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 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.

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.

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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