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When understanding IRAs, do you ever feel like you
are on a treadmill to nowhere? You put in the time and
the miles but you never cross the finish line towards
If the answer to these questions is a resounding “Yes”,
this IRA School is for you.
- At the first turn you will be learning the basic terms
and forms used to create IRA plans.
- The second turn has you picking up knowledge of
the IRA plan types.
- Racing towards the third turn will teach you how to
move IRAs from Qualified Plans and IRAs to IRA.
IRA Rollover rules have big changes effective
- Finally, as you make the fourth turn towards the
finish line, you will master the complicated areas of
IRA Distributions and IRS reporting.
The agenda for each day is as follows:
Day 1: IRA Basic Issues
- IRA Terminology
- Explanation of IRA Forms (not forms specific – please
bring your own forms including Application, Contribution
form, Distribution, Rollover Review or Certification and
any other commonly used forms)
- Beneficiary Designations including Primary and
Contingent, Trusts and Estates
- Qualifications, Contribution Limits and other regulations
- Traditional IRA
- Roth and Conversion Roth
- SEP IRA’s
- Coverdell Education Savings Accounts
- Brief Overview of Rollovers and Transfers
Day 2: IRA Intermediate Issues
- Health Savings Accounts
- Qualified Plan Rollovers to a Traditional or Roth IRA
- IRA Rollovers and Transfers –New once-per-12-month
- Before age 59 ½
- After age 70 ½
- 7 Biggest Mistakes of IRA Beneficiary Requirements
- Overview and Explanation of IRS Reporting Requirements.
- Plus any updated changes to IRAs proposed and enacted
Each day can be attended independently, but for a more comprehensive
learning experience, both days are recommended.
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. Experienced IRA Personnel who like a slower pace workshop to cover all
the new changes in a comprehensive manner.
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.