IRAs Part 1 - Learning the Basics

IRAs will never make sense unless you start at the beginning. The first session of this 2-Part series is designed to help you understand the essential terms, forms and IRA product differences.

Recorded Wednesday,
August 31st, 2022
Presented by Patrice Konarik
1h 30m total length
$279.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

  • Compliance
  • Customer Service
  • Deposit Accounts
  • IRAs
  • Reporting
  • Teller
  • Branch Manager
  • Compliance Officer
  • Customer Service Representative
  • Deposit Operations Manager/Specialist
  • Internal Auditor
  • New Accounts Representative
  • Private Banker
  • Teller
  • Trainer
  • Trust Officer

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Sometimes when the IRA "Expert" retires, we realize that no one has been trained to take their place. It's like starting all over again. You can't have a great comfort level until you understand what an IRA actually is! The Webinar opens by reviewing the top terms and reporting forms for IRAs. Then we will delve into what forms to complete for establishing a new IRA vs. adding to an existing IRA. The last part of this session will review the differences between a Traditional IRA, Roth IRA,and Conversion Roth IRA.

What You'll Learn

  • IRA Terminology and IRS Reporting Forms
  • Explanation of IRA Forms to Establish an IRA plan and make additional contributions
  • Qualifications, 2022 Contribution Limits, Income Phase-out limits, Age Limits and other new regulations for a:
    • Traditional IRA
    • Roth IRA
    • Conversion Roth IRA

Who Should Attend

Anyone who has been newly involved with IRAs, or experienced IRA personnel who would like a refresher course on the basic principles of IRAs and the IRA products.

Patrice Konarik

Instructor Bio

Patrice M Konarik is president of Sunwest Training Corp founded almost 30 years ago and is 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 and after 28 years on the road providing live training nationwide, is now concentrating on providing informational IRA and HSA Webinars through OnCourse Learning. She has a BS in Management Science from New York’s Binghamton University and previously held her Certified Financial Planner Designation for 23 years.