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IRA Update and Review
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1/17/2018
When: 9:00 AM
Where: United States

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Program Content:

To pass, or not to pass - that is the question! What will Congress do with the Tax Reform Act before the end of the year? If this does pass, it usually brings changes to IRA accounts. We will discuss the new changes - if any - and give you procedures on how to handle these changes, as well as many other topics.

Covered Topics:
Participants will get the answers to these and many more common questions.
       • What are the legislative updates for 2018?
       • How does the bank report Qualified Charitable Distributions to the IRS?
       • What are the new procedures for accepting “tardy” rollovers past the 60 day period and how are they reported?
       • What are the mandatory reporting requirements to be distributed to IRA accountholders in January 2018?
       • What is the status on the pending legislation to change beneficiary payouts?
       • What is the danger in confusing the "IRA direct transfers" terminology with “direct rollovers”?
       • Why are IRA accountholders getting so many unnecessary letters and bills from the IRS?

Who Should Attend:
IRA personnel in New Accounts, CDs, Trust, Investments and Savings Departments who are involved in opening, selling, and administration of IRA accounts will benefit greatly from thorough discussion of the more complicated aspects of the IRA and from the "Annual IRA Update and Review". A working knowledge of IRAs will help participants understand the more complicated areas of this Webinar.

"Patrice is an awesome speaker and is very knowledgeable." - Karen W, Commercial Bank - St. Louis, MO

Presenter:
Patrice M. Konarik is president of Sunwest Training Corp. founded over 20 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 30 years’ experience in the financial industry, Patrice has focused her expertise on the retirement and new account areas and is currently providing live training and Webinars on these subjects on a nationwide basis. She has a BS in Management Science from New York’s Binghamton University. Many state banking associations and other organizations use her as their main source for training on these complicated topics.


 

 

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