Format: Webcast/Audio Conference/Interview/Podcast |
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| Title: |
| Date / Time: |
Recorded |
| Format: |
Webcast |
Description:
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Roth IRA rules clarified in a simple manner!
Every time tax season comes around, it seems that Roth IRA distributions are the victims of mis-coding by the financial institutions and over-taxation by the tax preparers. Thousands of dollars in taxes and penalties are being paid to the IRS on Roth distributions that should be free.
If you are looking at sorting out the "facts" from "fiction" regarding Roth IRAs, this is a "must attend" one hour Webinar.
Covered Topics:- Basic information on qualifications for Roths and contribution limits
- When you can access your Roth principal without any tax implications
- When the Roth interest is really tax free
- How the funds are distributed from the Roth IRA - principal vs. interest
- What is a "conversion" and when does the income have to be claimed on a tax return
- When can converted assets be withdrawn without a penalty
- How to move money from a Qualified Plan to a Roth IRA
- How is all of this reported to the IRS?
Who Should Attend?
- New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who are newly involved in the opening, selling, marketing, or administration of IRAs.
- Any officer/manager who "oversees" the IRA department and may be responsible for answering IRA accountholders questions or concerns but does not actually open IRA accounts - including call center personnel.
- Experienced IRA representatives who would like a review of the rules and regulations of Roth IRAs.
The Presenter
Patrice M. Konarik, CFP is president and founder of Sunwest Training Corp. located near San Antonio, TX. She has over 25 years experience in the banking industry specializing in Deposit Accounts and IRAs, and is currently providing training in these areas for many organizations on a nationwide basis.
Patrice earned her BS in Management from Binghamton University in New York and has been a Certified Financial Planner for over 20 years.
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. |
| About Webcasts / Audio Conferences / Podcasts: |
Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.
The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!
And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.
Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions. |
| Licenses / Designations / Educational Credits: |
CISP - Institute of Certified Bankers
All US States: 1.25
All Canadian Provinces: 1.25
CRSP - Institute of Certified Bankers
All US States: 1.25
All Canadian Provinces: 1.25
CTFA (FP) - Institute of Certified Bankers
All US States: 1.25
All Canadian Provinces: 1.25 |
| 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.
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.
OnDemand:
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.
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