EmailIRA Update Webinar
The year 2012 is here and Congress has been busy with some significant proposed changes to IRAs. These will have some impact on IRA plan changes. There have also been some cost of living adjustments to the products effective 2012. All this information plus any new releases will be thoroughly discussed during this two hour IRA update training webinar.
What You Will Learn:
•What are the 2012 contribution limits and cost of living adjustments for Traditional, Roth and SEP IRAs?
•What is the difference between a Traditional IRA to Roth “conversion” and a QP to Roth “rollover”?
•How should Qualified Charitable Distributions, IRA to HSA Funding Distributions and QP direct rollovers be reported?
•Who is responsible for the deceased owner’s RMD in the year of death?
•What are the primary steps to handle beneficiary payouts?
•What are the most common IRS reporting errors regarding IRA distributions and contributions?
This interactive IRA update session will allow time to answer your questions regarding IRA issues you encounter on a regular basis.
CE Applications: 2.5 CISP, 2.5 CRSP, 2.5 CTFA-FP credits
Who Should Attend?
IRA personnel in New Accounts, CDs, Trust, Investments and Savings Departments who are involved with the opening, selling, and administration of IRA accounts will benefit greatly from the review of the more complicated aspects of the IRA. This is considered an “Intermediate” workshop.
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.
| Delivery Type | Start Date | End Date | Start Time | End Time | Location | Tuition | |
|---|---|---|---|---|---|---|---|
| Webinar | 01/12/12 | Archived Audio CD Recording | $285.00 | Order | |||
| Webinar | 01/12/12 | Archived Six Month On-Demand Recording | $255.00 | Order | |||
| In-House | Any | Submit Request |
