IRA Seminar: Basic & Advanced Issues

2 Day OnDemand with Live Streaming
August 16-17, 2022 9:00 am - 5:00 pm
Central Time

A Program

Click Here to register for live program $1,889 (up to ten invitees)

IRA Basic Issues

August 16, 2022, 9:00 am CDT

Maybe you have just received that 'promotion' you have never asked for - IRA Coordinator. And you may be thinking, I don’t even know the old rules to know what the new changes are. Unfortunately, you will need to know the old and the new rules because most of the IRA rules prior to 1/1/2020 are “grandfathered”. But don’t worry, you will have the totally updated electronic copy of the 280-page IRA Training manual with lots of “cheat sheets” and Quick Reference Charts to show you the “before” and “after”.

What You'll Learn

  • IRA Terminology – Top 20 Terms
  • Explanation of IRA Forms - Not Forms Specific – (Please have your own forms available including Application,
    Contribution form, Distribution, Rollover Review or Certification and any other commonly used forms)
  • Beneficiary Designations including Primary and Contingent
  • Qualifications, 2022 Contribution, Income Phase-out limits, Age Limits and other new regulations for a:
    • Traditional IRA
    • Roth and Conversion Roth
    • SEP IRAs contributions and IRS reporting
  • Differences between “postponed” and “repayment” contributions.

IRA Advanced Issues

August 17, 2022, 9:00 am CDT

On the second day, you will better learn and comprehend the complicated areas of Rollovers and Transfers, and IRA Distributions to owners and beneficiaries and IRS reporting. This will result in a better picture of this confusing topic incorporating the new rules as part of the SECURE effective 2020, as well as the proposed regulations released in February 2022 and expected to take effect this year, changing beneficiary payout options - again!

What You'll Learn

  • Updated legislative regulations on IRAs as the result of the SECURE 1.0 and 2.0 and the 2022 Cost of Living
  • QP Rollovers and IRA Rollovers and Transfers
  • Distributions to Owners and Beneficiaries
    • New rules on Federal Income Tax Withholding
    • Before age 59½ - reporting the penalty exceptions
    • RMDs at age 72 – including mandatory notices
    • 9 Biggest Mistakes of IRA Beneficiary Payouts
    • Rules on new proposed rules on nonspouse beneficiary payout requirements beginning in 2022
    • Overview and Explanation of IRS Reporting Requirements


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 basis.