IRA Update - Annual Review

Wednesday, January 19th, 2022 - 10:00 am - 12:00 pm CT

A BankWebinars.com Program

Click Here to register for live program $265

Click Here to register for live program and Receive Recording $395

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.

What You Will Learn

IRA Cost of Living Adjustments for 2022
Qualified Charitable Distributions reporting correctly
Updated Life Expectancy Tables
Recalculating payments to beneficiaries in a Single Life Expectancy Payout
2022 IRA/IRS Reporting Calendar
January Required Notices
1099-R reporting corrections

Faculty

Patrice M. Konarik

Patrice M. Konarik is president of Sunwest Training Corp. founded over 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 35 years in the financial industry, Patrice has focused her expertise on the retirement account area and is currently providing live training and Webinars on IRAs and Health Savings Accounts on a nationwide basi.