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IRAs

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[Free Webinar] Breaking: Recent Bank Failures...

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 Update - Annual Review for Credit Unions

OnDemand
  • Recorded Wed, January 18, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRA Update - Annual Review for Credit Unions

OnDemand
  • Recorded Wed, January 18, 2023
  • Presented by Patrice Konarik

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

As many of you have experienced, IRAs have had many changes over the last 3 years - including the SECURE Act of 2020, the CARES Act of 2020, the Proposed Regulations released in February 2022, and the IRS Notice 2022-53 to put the Proposed Regulations 'on hold'. This is a must-attend webinar to grasp the latest rules and regulations regarding beneficiaries and the 2023 Cost of Living Adjustments.

IRAs Part 2 - Rollovers, Transfers and Distri...

OnDemand
  • Recorded Fri, October 07, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 2 - Rollovers, Transfers and Distributions to Owners and Beneficiaries

OnDemand
  • Recorded Fri, October 07, 2022
  • Presented by Patrice Konarik

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

One of the most complicated areas of IRAs is the distribution of funds to IRA owners and beneficiaries - especially when it seems like the IRS changes the rules every week. Right now there are proposed regulations pending and several bills in Congress that will effect IRAs. This timely update is a necessity to keep your members on the right track to avoid IRS penalties.

IRAs Part 1 - Learning the Basics

OnDemand
  • Recorded Wed, August 31, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

IRAs Part 1 - Learning the Basics

OnDemand
  • Recorded Wed, August 31, 2022
  • Presented by Patrice Konarik

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

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.

IRA Accounts: 2-Part Series From Beginning to...

OnDemand
  • Recorded Wed, August 31, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$355.00

IRA Accounts: 2-Part Series From Beginning to End

OnDemand
  • Recorded Wed, August 31, 2022
  • Presented by Patrice Konarik

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

IRAs will never make sense unless you start at the beginning. The first session is designed to help you understand the essential terms, forms, and IRA product differences. The second session is a necessity to keep your members on the right track to avoid IRS penalties.

IRA Beneficiary Payouts - Reviewing the New R...

OnDemand
  • Recorded Fri, March 04, 2022
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

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.

IRAs Part 1: Understanding the Basics

OnDemand
  • Recorded Wed, September 01, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

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 Part 2: Rollovers vs. Transfer

OnDemand
  • Recorded Fri, September 10, 2021
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

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.

2023 IRA Beneficiary Designations and Payouts

OnDemand
  • Recorded Thu, March 09, 2023
  • Presented by Patrice Konarik
Patrice Konarik
$279.00

2023 IRA Beneficiary Designations and Payouts

OnDemand
  • Recorded Thu, March 09, 2023
  • Presented by Patrice Konarik

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

As if IRA beneficiary payout options weren't confusing enough, the last 3 years have brought turmoil to the IRA world with the IRS flip-flopping on how and when beneficiaries should take death distributions after the IRA owner dies. The SECURE Act created three categories of beneficiaries to determine what payout options are available to each category. It's almost like you need a GPS to follow this crazy beneficiary distribution trail.

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