IRA Advanced: Rollovers, Transfers, Beneficiary Payouts - Nothin' To It!!, Presented by Patrice Konarik - 2016
Presented by
Patrice Konarik
Recorded on January 21, 2016
—
2.0 hours
Have you completed this webinar? Please tell us what you think.
ICB Credit: 2.5 CRCM
If you have a good grasp of IRA basics but need information on the more complex IRA questions involving transfers, rollovers, distributions, and IRS reporting, Patrice Konarik's webinar, "IRAs--Complicated Issues," is just what you've been looking for.
The more complicated areas of IRAs are the ones that can tempt you to put in for early retirement - especially because people and industries use the terminology incorrectly. Incorrect terminology leads to incorrect reporting - which leads to mismatches between financial institutions- which results in an automated letter and bill from the IRS computers. It's a chain reaction!!!
Too many times knowledge is gained by accessing information from unreliable sources on the internet. This leads to incorrect information provided to IRA accountholders. While most employees are not licensed to give "advice" to IRA accountholders, we can give them information - as long as it's correct. Many times you are fighting other institutions and industries who are not giving them correct information - most specifically on moving money between IRA accounts - which results in huge tax consequences for your IRA account holders.
In this 2 hour Webinar you will learn and understand the following concepts:
WHO SHOULD ATTEND:
New Account Personnel (may require some IRA experience) Customer Service, Call Center personnel for Customers and Branch Personnel, Auditors, Compliance, Beginners and Experienced Personnel who want to better understand the more complicated areas of IRAs
Patrice Konarik
IRA Advanced: Rollovers, Transfers, Beneficiary Payouts - Nothin' To It!!
Materials
Slides
Question and Answers