IRAs and the CARES Act 2.0 Webinar

In order to deal with the rising Covid-19 pandemic, in March 2020 the CARES Act (Coronavirus Aid, Relief and Economic Security Act) was signed into law to help IRA owners and beneficiaries deal with the drop in the value of their IRA investments. With the continued market uncertainty, suggestions, and complaints received by the IRS, the evolution of the CARES Act is changing weekly.

In order to get the latest updates and clarifications on all these time-sensitive changes, attending this clear, concise webinar will take away the confusion surrounding everything that is being published by different “experts” who may not have all the facts.

What You Will Learn

  • Are distributions required from IRAs in 2020?
  • If the RMD is skipped this year, do owners and beneficiaries have to take out an additional amount next year?
  • Who can roll his/her 2020 RMD back into an IRA this year and what is the deadline?
  • Can a nonspouse beneficiary roll their RMD back into an IRA?
  • Can an IRA owner or beneficiary rollover the total distribution taken in 2020 if it was more than the RMD amount?
  • What are the rollover rules if monthly distributions were taken?
  • Which distributions are limited to the 60 day and once-per-12-month rules?
  • What is the deadline for IRA contribution reporting to the IRS and the customer?

Who Should Attend?

Anyone even remotely involved in answering IRA questions should attend this important Webinar update including CSRs, Call Centers, Branch Managers, Trust and Investment Officers and IT personnel.

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.

View Delivery Options

Instructor

Patrice Konarik
Patrice 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, Patr... read more.

Course TitleCreditsStart DateStart TimeDelivery TypeDelivery OptionInstructor / LocationPrice
IRAs and the CARES Act 2.00.25 Any AnyWebinarSix Month On-Demand Recording Patrice Konarik$295.00 Register Now
IRAs and the CARES Act 2.00.25 Any AnyWebinarCD-ROM Video Recording Patrice Konarik$345.00 Register Now
Delivery Options

LIVE WEBINAR:
INCLUDES 7 DAYS OF ONDEMAND PLAYBACK! With this option, you will participate in the webinar (via the internet) 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 telephone for the audio. You can type and send your questions to the instructor. Many companies are now running their PC through an LCD projector allowing many employees to participate at the same time. And don’t worry if you miss the webinar, you can still view it for up to seven days after it takes place!

SIX MONTH ONDEMAND VIDEO:
With this option, you will receive an e-mail that contains a link to the PowerPoint slides (to download, print, and copy) as well as a link to the media player 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 weblink will be available to you (and anyone else in the company) for up to six months and can be accessed 24/7 as many times as you wish. Delivered via e-mail the day after the webinar takes place.

CD-ROM VIDEO:
If you do not have internet access or want to make the webinar part of your training library, the CD-ROM Recording is a great option for viewing a webinar. 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 and a CD-ROM Recording (featuring PowerPoint presentation with audio) of the webinar via regular mail. Mailed 7 to 10 days after the webinar takes place.

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