Course/Product Description Title: IRA Update Date / Time: Recorded Format: Webcast Description: The year 2010 will be arriving soon, and with the New Year come some new changes to IRAs. The Tax Increase Prevention and Reconciliation Act signed into law in 2006 will implement income adjustments to the Roth IRA Conversion rules. There are also some reporting changes on the IRA reporting forms to the IRS. There may also be some cost of living adjustments to the products by year end. All this information plus any new releases will be thoroughly discussed during this two hour webinar. What You Will Learn: What are the 2010 contribution limits and cost of living adjustments for Traditional, Roth and SEP IRAs? What is the difference between a Traditional to Roth "conversion" and a QP to Roth "rollover"? What is the tax break for Roth Conversions in 2010? How should Qualfied Charitable Distributions, Health Funding Distributions and QP direct rollovers be reported? What is the difference between a nonspouse beneficiary moving money from an employer plan to an IRA vs. an IRA to an IRA? Who is responsible for the deceased owner's RMD in the year of death? Whose name and SSN should appear on the 1099-R when reporting death distributions? This interactive session will allow time to answer your questions regarding IRA issues you encounter on a regular basis. Who Should Attend IRA personnel in New Accounts, CDs, Trust, Investments and Savings Departments who are involved with the opening, selling, and administration of IRA accounts will benefit greatly from the review of the more complicated aspects of the IRA. This is considered an "Intermediate" workshop. The Presenter Patrice M. Konarik, CFP is president and founder of Sunwest Training Corp. located near San Antonio, TX. She has over 25 years experience in the banking industry specializing in Deposit Accounts and IRAs, and is currently providing training in these areas for many organizations on a nationwide basis. Patrice earned her BS in Management from Binghamton University in New York and her Certified Financial Planner designation in 1990. Cannot Attend The Live Presentation? This presentation is also available as a recorded Internet webcast after the initial showing until 7/12/2010. About Webcasts / Audio Conferences / Podcasts: Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions. The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form a training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends! And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office. Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions. About The Provider: The staff at Total Training Solutions have been working with the financial industry since 1983. Total Training Solutions is able to deliver training in any format you desire, from classroom to web-based. Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum. For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 70 live programs per year and you can even purchase the recorded session if you are unable to attend the live program. We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry. More Info: Contact Us For More Information To order this product by check/invoice or credit card, select the desired delivery format and enter the desired quantity here >>> Recorded Webcast ($255.00) Qty:

Keywords For This Course:
IRA, Rollover, Qualified Plans, RMD, required minimum distribution, Roth, Traditional, Coverdell ESA, SEP, Contribution