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IRA Annual Update 2026

Even after five years of IRS changes to IRAs, they are still scrambling to release guidance on many of the rules that were signed into law. That is why this annual update is a “must attend” in order for you to give the most current information to your customers.
Upcoming
Wednesday, January 21st, 2026
10:00 am - 12:00 pm
Presented by Patrice Konarik
2.5 CISP Credits
$299.00 or 1 Token

Includes: Live Access, 30 Days OnDemand Playback, Presenter Materials and Handouts

  • IRAs
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Internal Auditor
  • New Accounts Representative
  • Teller
  • Training Manager
  • Trainer
  • Trust Officer

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One of the more confusing changes to IRAs in the last few years has been about the “catch-up” contributions to Traditional and Roth IRAs based on your age and income. Another one is knowing when the IRA beneficiaries must start Single Life Expectancy payouts and how to calculate them. More and more clients are choosing to do Qualified Charitable Distribution to exempt their RMD from income tax. The IRS has finally released a new distribution code to be used in box 7 of the 1099-R for these payments. January is always a good time to print out reports before sending year-end statements and IRS reporting to the customer in order to catch mistakes before the customer gets them. In this information-packed two-hour webinar, we will discuss your January “To-Do List” making sure your required reporting and notices are being sent to the customer in a timely manner.

What You'll Learn

  • What is the new code for Qualified Charitable Distributions (QCDs)?
  • What are the new rules regarding Roth catch-up contributions?
  • When can a beneficiary skip death distributions for 9 years after the owner dies?
  • How do you calculate RMDs to a spouse beneficiary setting up an Inherited IRA?
  • What are the disadvantages of a spouse beneficiary leaving the IRA as an “Inherited IRA” rather than treat it as their own?
  • What are the new RMD rollover rules when a customer attains the age of 73 and older?
  • What are the Cost of Living Adjustments for 2026?

Who Should Attend

This session is ideal for everyone who is responsible for answering customers questions in the branch or call center, as well as those involved in the day-to-day operations of opening, closing, and processing IRA transactions.
Patrice Konarik

Instructor Bio

Patrice M Konarik is president of Sunwest Training Corp founded almost 30 years ago and located in the Texas Hill Country near San Antonio. With over 40 years of experience in the financial industry, Patrice has focused her expertise on the retirement account area. After 28 years on the road providing live training nationwide, she now concentrates on providing informational IRA and HSA webinars through OnCourse Learning. She has a B.S. in Management Science from New York’s Binghamton University and previously held her Certified Financial Planner designation for 23 years.

Continuing Education Credit Information

IRA Annual Update 2026 has been approved for 2.5 CISP credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.

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