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IRA Update - Information and Clarification

The year 2020 had some of the most substantial changes to IRAs as we've seen in over 15 years - including age changes for contributions and distributions as well as shortened payout for most nonspouse beneficiaries. This informational Webinar will teach you everything you know about handling all these changes and communicating them to your members.

OnDemand
Recorded Thursday,
January 20th, 2022
Presented by Patrice Konarik
1h 30m total length
2 CEU Credits
$195.00 or 1 Token

Includes: 30 Days OnDemand Playback, Presenter Materials and Handouts

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

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In the ever-changing world of IRAs, it is always important to keep up with the latest IRS updates to the rules and regulations. Not to mention, you never know what Congress may slip in at the end of the year to turn the financial world upside down.

Covered Topics

  • IRA Cost of Living Adjustments for 2022
  • Qualified Charitable Distributions reporting correctly
  • Updated Life Expectancy Tables
  • Recalculating payments to beneficiaries in a Single Life Expectancy Payout
  • 2022 IRA/IRS Reporting Calendar
  • January Required Notices
  • 1099-R reporting corrections

Learn caption

All Member Services Reps, Operations personnel, Call Center staff, retail, trust and investment advisors who wish to make sure they are giving their members/clients the most up-to-date information.


Patrice Konarik

Instructor Bio

Patrice M. Konarik is president of Sunwest Training Corp. founded over 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 35 years in the financial industry, Patrice has focused her expertise on the retirement account area and is currently providing live training and Webinars on IRAs and Health Savings Accounts 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.


Credit Information

Recommended for 2 CEU Credit Hours. After attending this webinar, each attendee can receive a Certificate of Attendance for self-reporting of CEU Credits.