Share This Page:

Email

IRA: Beyond the Basics Training Webinar

Now that you have reached the point where you do not have a panic attack from those three letters “IRA”, you are ready to tackle some of the more complicated areas of IRAs. These are the topics that offer the most confusion to your IRA accounts owners (and sometimes you).

Covered Topics

•Review of Rollovers vs Transfers and the important IRS coding and reporting
•Distributions at age 59 ½
•Mandatory RMD Notices at age 70 ½
•Beneficiary Options
•Reporting distributions to beneficiaries after date of death

This is the second session of a two-part series on IRAs. You can attend both sessions or just one.

Who Should Attend?

All customer service or member service reps, supervisors and any employees who answer the more technical areas of IRA rules and regulations.

Instructor:  Patrice M. Konarik, CFP, President and Founder of Sunwest Training Corp.

Schedule and Registration Information

Choose the delivery type that best suits your needs.  Tuition includes textbook (if applicable).
Webinar times are EST.  All other class times are local time.

• Current Schedule
• Registration Information
• Print this Page
• Continue Search