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Course description

ICB Credit: 2.5 CRCM

Incorrect information is provided to IRA accountholders too often due to “knowledge” gained from unreliable sources on the internet. While most employees are not licensed to give “advice” to IRA accountholders, it is permissible to give customers information – as long as it’s correct. Correct information becomes critical when you’re talking about moving money between IRA accounts, which if done incorrectly can result in huge tax consequences to your IRA accountholders.

In this two-hour Webinar you will learn and understand the following concepts:

  • The difference between a Qualified Plan Direct and (Indirect) Rollover
  • The REAL difference between an IRA Rollover and an IRA Direct Transfer
  • Distribution exceptions Prior to age 59.5
  • Distribution calculations at Age 70.5
  • Distributions to spouse and non-spouse beneficiaries
  • 9 red flags of beneficiary payouts


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


Instructor(s)

Patrice Konarik

Patrice M. Konarik, CFP, is founder and president of Sunwest Training Corp. located near Galveston, Texas. With over 20 years experience in the financial industry, Patrice has focused her expertise on the retirement and deposit account areas and is currently providing training for state banking associations, credit unions and other organizations in over 20 states. She has a BS in Management from New York's Binghamton University and earned her Certified Financial Planner designation in 1990. Patrice brings the information to life with her in-depth knowledge, her keen sense of humor and an unlimited supply of "true life" examples.

Course curriculum

  • 1

    Video

    • IRA Advanced

  • 2

    Materials

    • Materials

    • Slides

    • Questions and Answers