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IRAs

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IRA Update (IRS Notice 2023-54): Required Minimum Distribution for Owners and Beneficiaries

OnDemand
  • Recorded Thu, August 10, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRA Update (IRS Notice 2023-54): Required Minimum Distribution for Owners and Beneficiaries

OnDemand
  • Recorded Thu, August 10, 2023
  • Presented by Patrice Konarik

Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

Well, the IRS did it again. On July 14, 2023, they issued IRS Notice 2023-54 and kicked the can down the road for the second time by postponing the implementation of the Proposed Regulations that were released in February 2022 regarding mandatory distributions for non-spouse beneficiaries. In addition, the late signing of the SECURE Act 2.0 which raised the Required Minimum Distribution age for the second time in 3 years really created a lot of speculation and confusion on its effective date.

[Free Webinar] How to Build a Robust Security Training Program

Upcoming
  • Thu, October 05, 2023
  • Presented by John Trest
John Trest
$0.00

[Free Webinar] How to Build a Robust Security Training Program

Upcoming
  • Thu, October 05, 2023
  • Presented by John Trest

Accounting/Reporting, Auditing, BSA, Collections, Commercial/Business Lending, Compliance, Computer Skills, CRA Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, Fraud, General Compliance, Human Resources, Information Technology/Security, IRAs, Lending, Lending Compliance, Management/Employee Development, Mortgage Lending, Reporting, Risk Management/Legal, Safe Deposit, Sales, Technology/Security, Teller, Transaction Compliance, Trusts

In this course, we’ll discuss the key elements in building a comprehensive and effective security awareness program, and help you start to understand what it means to build a security-first culture.

[Free Webinar] Breaking: Recent Bank Failures: What Does It Mean to Your Institution?

OnDemand
  • Recorded Fri, March 17, 2023
  • Presented by Carl Pry
Carl Pry
$0.00

[Free Webinar] Breaking: Recent Bank Failures: What Does It Mean to Your Institution?

OnDemand
  • Recorded Fri, March 17, 2023
  • Presented by Carl Pry

Accounting/Reporting, Auditing, BSA, Collections, Commercial/Business Lending, Compliance, Computer Skills, CRA Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, Fraud, General Compliance, Human Resources, Information Technology/Security, IRAs, Lending, Lending Compliance, Management/Employee Development, Mortgage Lending, Reporting, Risk Management/Legal, Safe Deposit, Sales, Technology/Security, Teller, Transaction Compliance, Trusts

In this short webinar, we’ll address the problems faced by Silicon Valley Bank and other recently failed banks, and anticipate questions your customers may be asking you. We’ll sort our way through what has happened and ensure you’re prepared with the right information to understand the present situation, as well as address concerns throughout the industry.

IRA Basic Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Tue, August 15, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

IRA Basic Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Tue, August 15, 2023
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, Deposit Compliance, IRAs, Reporting, Sales, Teller, Trusts

There are very few products at the financial institutions that bring on a feeling of insecurity more than the mention of three letters: I-R-A. What are they? How do we open them? What forms do we use? What if they ask us questions we can't answer?

IRA Advanced Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Wed, August 16, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,049.00

IRA Advanced Issues - All Day Streaming

Live Stream OnDemand
  • Recorded Wed, August 16, 2023
  • Presented by Patrice Konarik

Accounting/Reporting, Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Sales, Teller, Trusts

Now that many of you have a comfort level with the basics, it's time to get into the real nitty gritty of IRAs. What's the difference of moving an IRA from bank to bank and a QP to a bank? Distribution penalty exception prior to age 59.5, mandatory distributions at age 73 and payouts to IRA beneficiaries.

IRAs Part 1 - The Basics 2023

OnDemand
  • Recorded Thu, September 14, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 1 - The Basics 2023

OnDemand
  • Recorded Thu, September 14, 2023
  • Presented by Patrice Konarik

Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Trusts

We will break down the essential rules and forms of IRA accounts. Discussing the difference between an IRA 'plan' vs. an IRA 'account' and the types of IRA products will get you on your way to building the foundation of knowledge for these often complicated accounts.

IRAs Part 2 - Rollovers and Transfers 2023

Upcoming
  • Thu, October 05, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 2 - Rollovers and Transfers 2023

Upcoming
  • Thu, October 05, 2023
  • Presented by Patrice Konarik

Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

Two of the most misused and abused words in the IRA world are "Rollover" and "Transfer" when moving money from IRA to IRA and from a Qualified Employer Plan to an IRA. While you may think the words are interchangeable, how these movements are reported to the IRS is as different as night and day.

IRA Basic and Advanced - 2 Day Streaming

Live Stream OnDemand
  • Recorded Tue, August 15, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$1,889.00

IRA Basic and Advanced - 2 Day Streaming

Live Stream OnDemand
  • Recorded Tue, August 15, 2023
  • Presented by Patrice Konarik

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.

IRAs Part 3 - Distributions to IRA Owners and Beneficiaries 2023

Upcoming
  • Thu, October 19, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 3 - Distributions to IRA Owners and Beneficiaries 2023

Upcoming
  • Thu, October 19, 2023
  • Presented by Patrice Konarik

Auditing, Compliance, Customer Service, Deposit, Deposit Accounts, IRAs, Reporting, Teller, Trusts

The last three years have brought some of the most significant changes for distributions to IRA owners and beneficiaries as we've seen in the last 20 years - including the most recent IRS Notice 2023-54. When owners and beneficiaries do not take their required distribution in a timely manner, it results in IRS penalties. There are easy steps to address these distribution issues.

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