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IRAs 2024 from A-Z - 2 Day Streaming

This 2 day live stream covers everything you need to know about IRAs. Whether you attend the IRA Basic, IRA Advanced or both, you will receive the latest electronic version of the 275-page IRA "Red Book" Training Manual. We will use this manual in both events.

Live Stream OnDemand
August 13, 2024
August 14, 2024
Presented by Patrice Konarik
7h total length
$1,679.00 or 6 Tokens

Includes: 12 months of OnDemand playback access

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

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Series Details

IRAs 2024 from A-Z: Basic Issues All Day Streaming

It may be difficult to enter the “IRA” world without building a strong foundation of basic knowledge first. Often, when an organization’s IRA “expert” leaves the position, it comes without warning. This leaves others to struggle though the learning process. This session will provide that strong foundation of knowledge needed.

  • The top 20 terms of IRAs
  • Traditional IRA contribution limits and income limits for deductions
  • Roth IRA contribution eligibility and when is the interest really tax-free?
  • What are the rules for moving Traditional IRAs into Roth IRAs?
  • Simplified Employee Pension Plans (SEP) IRAs and should the institution offer them?
  • What are the basic comparisons between a SEP IRA and a SIMPLE IRA?

IRAs 2024 from A-Z: Intermediate and Advanced Issues All Day Streaming

After you have tackled the basic portion of IRAs, it’s time to delve into the more complicated topics, where confusion breeds inconsistency. The more troublesome areas of retirement accounts are moving IRAs as “rollovers” vs. “transfers” and distributions to IRA owners and beneficiaries.

  • What is the difference between a QP direct rollover and an IRA Transfer?
  • What are the rules for rolling over a 529 plan to a Roth IRA?
  • When do we use the “rollover” term from IRA to IRA?
  • What are the new exceptions to the 10% penalty for IRA distributions taken prior to age 59.5 and how do we report them?
  • When did age 73 really kick in to begin RMDs?
  • When the IRA owner died after 2019 and was in RMD status, does the beneficiary get to take optional distributions the first 9 years?
  • What are the nine red flags of beneficiary payouts?
  • What are the options for paying out to a trust beneficiary?

What You'll Learn

Each event in the series will cover specific topics relative to the subject matter.

Who Should Attend

Everyone even remotely involved in IRAs at your financial institution including: New Account Representatives, Certificate of Deposit Personnel, Savings Counselors, Accountholder Service Representatives, Investment and Trust Personnel who need this update and are 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 Konarik is extremely knowledgeable regarding IRAs. She took complicated scenarios and explained in a simple, straightforward way why IRA transactions were processed a certain way and the consequences of doing them incorrectly. Her combination of humor and knowledge, made this training both informative and enjoyable. I would definitely recommend to anyone who is wanting to increase their IRA knowledge." -- Leslie Diaz, Relationship Banking Manager, Crossfirst Bank

"Patrice does a fantastic job with delivering information about IRAs. She does so in a manner that is easy to understand, easy to follow, and leaves you with a wealth of knowledge. I have attended this seminar before and find it extremely beneficial each time! Thank you!" - Kevin Eskew, Limestone Bank

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.

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