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IRAs 2024 from A-Z: Intermediate and Advanced...

Live Stream OnDemand
  • Recorded Wed, August 14, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$849.00

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.

IRAs 2024 from A-Z: Basic Issues All Day Stre...

Live Stream OnDemand
  • Recorded Tue, August 13, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$849.00

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.

IRA Death Distributions to Beneficiaries - Op...

OnDemand
  • Recorded Wed, March 13, 2024
  • Presented by Patrice Konarik
Patrice Konarik
$299.00

If you feel like you are a member of the group "IRA Beneficiary-Confused", you are not alone. Over the years, the IRS has changed the methods of payments to beneficiaries many times - but nothing like the mess they have created in the last 3 years. And they still can't make up their minds. No wonder there are so many different interpretations of the rules and regulations. Let's straighten out the confusion!


Unclaimed Property Compliance for Financial I...

OnDemand
  • Recorded Fri, September 06, 2024
  • Presented by Zach Robbins, Grant Faustino, Spencer Bray
Zach Robbins
Grant Faustino
Spencer Bray
$299.00

This webinar will focus on the complex state unclaimed property reporting requirements and the unique challenges facing financial institutions.

IRAs Part 3 - Distributions to IRA Owners and...

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

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.

Regulation E: Errors & Disputes

OnDemand
  • Recorded Wed, December 06, 2023
  • Presented by Jerod Moyer
Jerod Moyer
$279.00

This webinar will dissect the Regulation E error resolution requirements in plain English.


Basics of ChatGPT

OnDemand
  • Recorded Thu, March 07, 2024
  • Presented by Justin Muscolino
Justin Muscolino
$299.00

As artificial intelligence becomes a tool for everyday life, we need to embrace it and understand how it benefits us. In the case of ChatGPT, it’s about saving time. If you want to learn how to use ChatGPT to save yourself time, this training is for you.

IRAs Part 2 - Rollovers and Transfers 2023

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

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 Issues - All Day Streaming

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

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?

 

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