IRAs: Beneficiaries, Distributions, And Other Advanced Issues
This training session covers beneficiaries, distributions, and other advanced IRA issues.Covered Topics:IRA Beneficiaries:
By attending, you will reach a higher comfort level on these complicated topics.
Who Should Attend
- Basic difference between primary and contingent beneficiaries
- Naming an estate or trust as a beneficiary
- IRS penalty exceptions prior to age 591/2 and the proper IRS coding
- Required Annual Notifications for RMDs and withholding
- Manually calculating distributions to accountholders age 70 1/2 and older
- Extensive discussion of beneficiary payout options - including spouse, nonspouse, estate and trust
- Setting up the Inherited IRA and documentation requirements
IRA personnel in New Accounts, CDs, Trust, and Investments who are involved with the operation, administration or internal auditing of IRA accounts will benefit greatly from the thorough discussions of the more complicated aspects of the IRA world. The content is intermediate-to-advanced, with a minimum of two years' experience recommended. Participants should have a working knowledge of IRAs.
You are encouraged to bring a sample of the IRA forms your financial institution uses for your review during the session, including: IRA Distribution forms, Annual Notices, and any other forms you may have questions about.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.
|Licenses / Designations / Educational Credits:||CEU|
All US States: 2.5
All Canadian Provinces: 2.5
|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.
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.
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.
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|Currently Scheduled Dates For This Webcast|
|IRAs: Beneficiaries, Distributions, And Other Advanced Issues||CD/On-Demand||$325.00||
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