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IRA Update and Review

Wednesday, January 17th, 2018

10:00 am - 12:00 pm CT

Length: 2 hours                    Sponsored by Bank Webinars

Click Here to register $265.00

Click Here to register and receive CD recording $395.00

This is the description from our webinar that was presented in January 2017. Please check back for a modified description. Topics may be updated, but registration is now open.

Just when we get comfortable with the “old” rules, Congress throws us a curve, and many times it’s right before they go on their Christmas holiday break. This two-hour webinar will update you on any of the latest legislation, pending legislation and cost of living adjustments available for 2018.

Topics Will Include:

Participants will get the answers to these and many more common questions.

  • What are the legislative updates for 2018?
  • How does the bank report Qualified Charitable Distributions to the IRS?
  • What are the new procedures for accepting “tardy” rollovers past the 60 day period?
  • What are the mandatory reporting requirements to be distributed to IRA accountholders in January 2018?
  • What is the status on the pending legislation to change beneficiary payouts?
  • What is the danger in confusing the “IRA direct transfers” terminology with “direct rollovers”? NO!!!! It is NOT the same thing.

Who Should Attend?

IRA personnel in New Accounts, CDs, Trust, Investments and Savings Departments who are involved in opening, selling, and administration of IRA accounts will benefit greatly from thorough discussion of the more complicated aspects of the IRA and from the "Annual IRA Update and Review". A working knowledge of IRAs will help participants understand the more complicated areas of this Webinar.

Instructor

Patrice M. Konarik is president of Sunwest Training Corp. founded over 20 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 30 years’ experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas and is currently providing live training and Webinars on these subjects 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.