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Course description

ICB Credit: 2.5 CRCM

Is this a Rollover? Is this a Transfer? Can I quit my job now???!!! Many banks underestimate the importance of know the difference between an IRA Rollover and an IRA Transfer. Does it make a difference? It makes a HUGE difference if you don't understand the definition and reporting requirements of each.  

And then they die - Spouse beneficiary? Nonspouse beneficiary? Trust, Church, Charity beneficiaries? What can the beneficiaries do and how do they do it? How am I ever going to remember all this???!!!

 In this two hour Intermediate to Advanced Webinar, we will explain the more complicated areas of IRAs - rollovers, transfers and payments to beneficiaries. The following topics will be discussed:

  • The Difference Between a Qualified Plan Direct and (Indirect) Rollover
  • The REAL difference between an IRA Rollover and an IRA Direct Transfer
  • A Review of IRA Federal Withholding Calculation
  • Distribution Exceptions Prior to age 59.5
  • Distribution Calculations at Age 70.5
  • 9 Red Flags of Beneficiary Payouts


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


    • IRA Advanced: Breaking Down the Complicated Issues

  • 2


    • Materials

    • Slides

    • Questions and Answers