Webinars

IRAs
Clear Filters
Done

Filter

Clear All
Webinar Type

Topics

Roles

Credit Types

Instructors

Format

11 results

IRAs

IRA Beneficiary Payouts - Reviewing the New R...

OnDemand
  • Recorded Fri, March 04, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$195.00

IRA Beneficiary Payouts - Reviewing the New Rules

OnDemand
  • Recorded Fri, March 04, 2022
  • Presented by Patrice Konarik

IRAs

Beginning for beneficiaries of owners who died in 2020 or later, non-eligible designated beneficiaries can only extend their payout over 10-years. The most confusing aspect of this change is the transition of Single Life Expectancy to a 10-year Payout. We will delve into who is 'grandfathered' by the old rules and who must use the new rules.

IRA Update - Information and Clarification

OnDemand
  • Recorded Thu, January 20, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$195.00

IRA Update - Information and Clarification

OnDemand
  • Recorded Thu, January 20, 2022
  • Presented by Patrice Konarik

IRAs

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.

IRAs Part 4: Auditing Your Files

OnDemand
  • Recorded Fri, October 22, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$195.00

IRAs Part 4: Auditing Your Files

OnDemand
  • Recorded Fri, October 22, 2021
  • Presented by Patrice Konarik

IRAs

Attend this program to understand what must be kept in the files, and learn how to avoid IRS penalties for incorrect IRA reporting. 


IRAs Part 3: Distributions, Beneficiaries and...

OnDemand
  • Recorded Tue, September 28, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$195.00

IRAs Part 3: Distributions, Beneficiaries and Reporting

OnDemand
  • Recorded Tue, September 28, 2021
  • Presented by Patrice Konarik

IRAs

Attend this program to understand the complicated issues associated with distributions, beneficiaries, and reporting.

IRAs Part 2: Rollovers vs. Transfer

OnDemand
  • Recorded Fri, September 10, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$195.00

IRAs Part 2: Rollovers vs. Transfer

OnDemand
  • Recorded Fri, September 10, 2021
  • Presented by Patrice Konarik

IRAs

Attend this program to understand the difference between rollovers and transfers.

IRAs Part 1: Understanding the Basics

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$195.00

IRAs Part 1: Understanding the Basics

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Patrice Konarik

IRAs

This 90 minutes Webinar will help you build the foundation of understanding IRAs by supplying you with the tools to dive into the IRA world.


IRAs: 4 Part Series

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$705.00

IRAs: 4 Part Series

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Patrice Konarik

IRAs

Attend this series to understand everything you need to know about IRAs including rollovers, transfers, distributions and beneficiaries, and auditing.

IRA Advanced Issues Seminar OnDemand with Liv...

Live Stream
  • Recorded Wed, August 25, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$995.00

IRA Basic Issues Seminar OnDemand with Live S...

Live Stream
  • Recorded Tue, August 24, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$995.00
Page
 

Fulfill your credit union training needs with webinars

We offer over 100+ webinars per year for credit unions and 300+ webinars for banks covering topics such as compliance, employee development, coaching, BSA/AML, lending, TRID, as well as trending hot topics like pandemic preparedness, the Cares Act, regulation updates and much more! Delivered by respected financial services industry experts, our webinars are timely, relevant and always engaging.

Loading...