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IRAs: Distributions and Beneficiaries
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When: Tuesday, October 1, 2019
Where: United States
Contact: Mike Bintner

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Photo: Patrice Konarik

IRAs: Distributions and Beneficiaries

Tuesday, October 1, 2019

9:00 am - 11:00 am MT

Patrice Konarik

Starting at $265

Can’t attend? OnDemand playback is included.
2.5 CE Credits

Part III - IRA Distributions, Beneficiary Payout Options and Reporting

“Stop this merry-go-round!” Here is where the ride starts to get really crazy. “I know the answer! I think I know the answer! I thought I knew the answer!” Whether you are an IRA “rookie” or an IRA “pro”, you know you have had this feeling many times! Oh, that helpless confusion when an IRA accountholder asks us anything above the most basic IRA question – especially when someone dies. If you are searching for a Webinar where you will achieve that higher “comfort level” on these complicated topics, this Webinar is “must-attend”.

What You Will Learn

IRA Beneficiaries

· Basic difference between primary and contingent beneficiaries

· Naming an estate or trust as a beneficiary

IRA Distributions includes:

· IRS penalty exceptions prior to age 59½ and the proper IRS coding

· Required Annual Notifications for RMDs and Withholding

· The NINE red flags of beneficiary payouts – including reporting pitfalls

· Discussion of beneficiary payout options – including spouse, nonspouse, estate and trust

· Setting up the Inherited IRA and documentation requirements

This is Part III of a four-part series. You can attend all the sessions to obtain the most comprehensive information or any part in the series independently.

You are encouraged to bring a sample of the IRA forms your bank is currently using for your review during the session including: IRA Distribution forms, Annuals Notices and any other forms you may have questions on.

Who Should Attend?

This is a crucial Webinar for anyone even remotely involved in IRAs including, frontline, back office, call center, investment department, and trust department personnel will benefit greatly from the thorough discussions of the more complicated aspects of the IRA world. The content is at the intermediate to advanced level with a minimum of two years’ experience recommended. It is assumed that participants have a working knowledge of IRAs.

"I have attended many of Patrice's live seminars, she is a great trainer and is so knowledgeable on the IRA products." -- RhondaPrasifka,Citizens State Bank

About The Presenter

Patrice M. Konarik is president of Sunwest Training Corp. founded over 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 35 years in the financial industry, Patrice has focused her expertise on the retirement account area and is currently providing live training and Webinars on IRAs and Health Savings Accounts on a nationwide basis. She has a BS in Management Science from New York’s Binghamton University. Many state banking associations and other organizations use her as their main source for training on these complicated topics.


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