Format: Webcast/Audio Conference/Interview/On-Demand

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Course/Product Description

IRA Update and Review

Date / Time: Recorded
Format: Webinar

IRA Update and Review
To pass, or not to pass - that is the question! What will Congress do with the Tax Reform Act before the end of the year? If this does pass, it usually brings changes to IRA accounts. We will discuss the new changes - if any - and give you procedures on how to handle these changes, as well as many other topics.

Covered Topics:

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 and how are they reported?
  • 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”?
  • Why are IRA accountholders getting so many unnecessary letters and bills from the IRS?
Who Should Attend

IRA personnel in New Accounts, CDs, Trust, Investments and Savings Departments who are involved in opening, selling, and administering 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 understand the more complicated areas of this Webinar.

The Presenter

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. Patrice's upbeat personality and former banking experience easily encourages interaction and questions during the training sessions.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.
Licenses / Designations / Educational Credits: CEU
All US States: 2.5
Other Details:
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Recorded Price: $345.00
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