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Course description

ICB Credit: 2.5 CRCM

The following topics will be discussed during this informative session:


  • Basic IRA Terminology
  • Forms required to open an IRA for a new customer versus those used to make a contribution for an existing customer (It is recommended you have a copy of your bank's IRA Application, Contribution form and Rollover Review/Certification form available to reference during the session.)
  • The differences between a Traditional IRA and a Roth IRA -
    • qualifications, contribution limits, earnings taxability,
    • new Traditional deductibility and Roth eligibility income phaseout limits.
  • Conversion Roth and its proper IRS reporting
  • Simplified Employee Pension Plans - SEP 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 Basic

  • 2

    Materials

    • Materials

    • Slides

    • Question and Answer