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IRAs

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IRA Basic Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Tue, August 15, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

There are very few products at the financial institutions that bring on a feeling of insecurity more than the mention of three letters: I-R-A. What are they? How do we open them? What forms do we use? What if they ask us questions we can't answer?

IRAs Part 2 - Rollovers and Transfers 2023

OnDemand
  • Recorded Thu, October 05, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

Two of the most misused and abused words in the IRA world are "Rollover" and "Transfer" when moving money from IRA to IRA and from a Qualified Employer Plan to an IRA. While you may think the words are interchangeable, how these movements are reported to the IRS is as different as night and day.

IRA Advanced Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Wed, August 16, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

Now that many of you have a comfort level with the basics, it's time to get into the real nitty gritty of IRAs. What's the difference of moving an IRA from bank to bank and a QP to a bank? Distribution penalty exception prior to age 59.5, mandatory distributions at age 73 and payouts to IRA beneficiaries.


IRA Basic and Advanced - 2 Day Streaming

Live Stream OnDemand
  • Recorded Wed, August 16, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,889.00

This 2 day live stream covers everything you need to know about IRAs. Whether you attend the IRA Basic, IRA Advanced or both, you will receive the latest electronic version of the 275-page IRA "Red Book" Training Manual. We will use this manual in both events.

IRAs Part 4 - Auditing Your IRA Files 2023

OnDemand
  • Recorded Wed, October 25, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

The least favorite part of any auditor's job is to go through old, musty IRA files to see if the bank is in compliance and has all the customer information it needs. Many times when files are scanned in for imaging purposes, they are not checked first, resulting in a lot of 'junk' in the electronic IRA customer files.

IRA Annual 4 Part Series: From A-Z

OnDemand
  • Recorded Wed, October 25, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

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


Health Savings Accounts - Annual Review of th...

OnDemand
  • Recorded Wed, January 31, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

HSAs are celebrating their 20th anniversary this year and we still have many questions on the responsibilities of the customers versus the bank. Some HSA custodians and trustees take on a role of the "HSA Police" in monitoring transactions and purchases. We sometimes have to draw a line to make sure we are not overstepping our boundaries and mixing it up with the customer's duties.

IRA Death Distributions to Beneficiaries - Op...

Upcoming
  • Wed, March 13, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

If you feel like you are a member of the group "IRA Beneficiary-Confused", you are not alone. Over the years, the IRS has changed the methods of payments to beneficiaries many times - but nothing like the mess they have created in the last 3 years. And they still can't make up their minds. No wonder there are so many different interpretations of the rules and regulations. Let's straighten out the confusion!

IRA Reporting to the IRS - Getting it Right!

OnDemand
  • Recorded Wed, February 07, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

"It's ALL about the reporting" - I say hundreds of times a year when asked about policy and procedures on IRAs. Sometimes we fail to connect the frontline transactions to the end result, and therefore how it reports to the IRS. If we don't understand the transaction descriptions when we are coding an IRA transaction, there's a good chance it won't report correctly to the IRS - sometimes resulting in a letter and bill issued to the customer.

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