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IRAs 2024 from A-Z - 2 Day Streaming

Live Stream
  • Tue, August 13, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$1,679.00

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.

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 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.


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

OnDemand
  • Recorded Tue, March 28, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,495.00
This bundle contains 6 of our recorded IRA webinars at a discounted price of $1495!

IRAs From Start to Finish - Part 1: Building ...

Upcoming
  • Thu, September 05, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

Welcome to the world of IRAs. In truth, these retirement accounts can be one of the most challenging bank products offered. It seems like there are so many rules to follow - and they constantly change. How can we keep up?

IRAs From Start to Finish - Part 2: Rollover...

Upcoming
  • Thu, September 12, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

So you think you know the difference between an IRA Rollover vs. IRA Transfer vs. QP Direct and Indirect Rollover? The “rollover” and “transfer” words are two of the most misused and abused terms in the IRA world. Not knowing the difference leads to misreporting to the IRS - which can result in unnecessary letters and bills to the customers.


IRAs From Start to Finish - Part 3: Distribut...

Upcoming
  • Thu, October 10, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

IRA Distributions to owners and beneficiaries will make even the most seasoned IRA expert a little insecure. Just when you think you’ve got it, they change it. The last four years have produced the most substantial changes to IRAs in over 20 years. What's the latest?

IRAs From Start to Finish - Part 4: Successfu...

Upcoming
  • Thu, October 17, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

This is the job that everyone avoids - auditing the IRA files for necessary paperwork and getting rid of the “junk.” But what paperwork and documents are required to be in the file, and which can be thrown away? This two-hour webinar will answer these questions and many more.

Unclaimed Property Compliance for Financial I...

Upcoming
  • Fri, September 06, 2024
  • Presented by Zach Robbins, Grant Faustino, Spencer Bray
Zach Robbins
Grant Faustino
Spencer Bray
$299.00

This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.

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