2 Day IRA Seminar: Basic & Advanced Issues OnDemand with Live Streaming Webinar
IRA Basic Issues Seminar OnDemand with Live Streaming
August 16, 2022, 11:00 am EST
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:
Roth and Conversion Roth
SEP IRAs contributions and IRS reporting
Differences between “postponed” and “repayment” contributions.
IRA Advanced Issues Seminar OnDemand with Live Streaming
August 17, 2022, 11:00am EST
In the IRA Advanced Day 2: We will summarize the changes and then actually get into the nitty gritty of new distribution regulations to owners and beneficiaries – what stays the same and what changes? How do we disclose all these changes to our customers?
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 non-spouse beneficiary payout requirements beginning in 2022
Overview and Explanation of IRS Reporting Requirements
What You’ll Learn
Each event in the series will cover specific topics relative to the subject matter.
Continuing Education (CE) Credits
This webinar is recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.
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, Patr... read more.
INCLUDES 30 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar as it is being presented. You will login to the webinar on your PC to view the PowerPoint presentation, and you have the option of using your PC speakers or a phone for the audio. You can type and send your questions to the instructor. And don’t worry if you miss the webinar, you can still view it for up to thirty days after it takes place!
Live Plus Twelve Months OnDemand Playback:
With this option, you will receive the live version, then you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link where you will view and hear the entire webinar just as it was delivered, featuring the full-color PowerPoint presentation with audio. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. The link will be available to you (and anyone else in the company) for up to twelve months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.
Live, Twelve Months OnDemand Playback PLUS Digital Download:
By adding the Digital Download to your order, you will be adding access to make the webinar part of your training library. You can pause, fast-forward and rewind as needed, which makes it an effective training tool. With this option, you will receive a download of the PowerPoint slides as well. Access to the Digital Download is for the life of your library.