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IRA Death Payments to Beneficiaries - Webinar

IRA Death Payments to Beneficiaries - Webinar

by Deb Rondeau -
Number of replies: 0

Center for Financial Training
Webinar - Live and Recorded Options Available

IRA Death Payments to Beneficiaries

Friday, April 5, 2019
11:00 AM - 1:00 PM (Eastern Time)

 

CFT Webinars are purely educational. Instructors are not permitted to sell any products or services during the presentation.

Program Content:

There is no topic that produces more questions than death payments to IRA beneficiaries – whether it’s a spouse, individual nonspouse, revocable trust, irrevocable trust, entity or no beneficiary named. Then you have to throw in the factors of multiple beneficiaries, how old the owner is at death, who died before who, disclaimers…. It’s enough to make you crazy. In this two hour webinar, we will focus on the answers to these questions in a nice, detailed format with examples and handouts to help facilitate your beneficiary payouts when an IRA owner dies.

What You Will Learn:

  • What documents are we required to obtain when an IRA owner dies?
  • Whose responsibility is it to notify the beneficiaries?
  • What are the NINE biggest mistakes we make on beneficiary payouts – including reporting pitfalls?
  • What payout options do beneficiaries have and what are the determining factors for each option?
  • What forms do we use to set up Inherited IRAs and how should they be titled?
  • Who do we pay out to when a trust or estate is named as beneficiary on an IRA?
  • What happens when a beneficiary wants to move their IRA from one institution to another?
  • How do we handle rollovers for beneficiaries of Qualified Employer Plans?

You are encouraged to have your IRA forms available such as the IRA Distribution form, Beneficiary Election of Payment Form and Inherited IRA Application to reference during the session.

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 death payments. 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. Please forward email to appropriate person(s).

Instructor:

Patrice Konarik is president of Sunwest Training Corp. founded almost 25 years ago and is located in the Texas Hill Country near San Antonio, Texas. With over 30 years in the financial industry, Patrice has focused her expertise on IRAs and HSAs and is currently providing live training and Webinars on these products 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. Patrice encourages attendees to ask questions during the Webinars.

What Is A Webinar?:

A webinar combines the clarity of an audio teleconference with the interactivity and visual presentation of the internet. All you need to participate is a telephone and an internet connection. Even if you don't have an internet connection, you can still participate in the audio session. Listening to the program over the telephone and following the written materials is an effective alternative!

Unable To Attend?:

No problem. You can purchase a recording of the webinar for future use. You can choose from either an On-Demand Web Link (Good for 6 months from the webinar date, unlimited use) or a CD-ROM (includes a paper copy of the PowerPoint slides).

Viewing Options (all options include applicable handouts):

All options include applicable handouts. You can choose to pay by credit card or be billed. Additional Live Webinar connections are $75 each.

Option 1: Live Webinar and 7 Days OnDemand Video Playback - $265

Option 2: OnDemand Video (six months access) - $295

Option 3: Live and 6 Months of OnDemand Video - $365

Option 4: CD-ROM Video (Includes OnDemand Video) - $345

Option 5: Entire Package (all of the above) - $395

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Recommended for 2.5 CE Credit Hours. Each attendee will receive a Certificate of Attendance for self-reporting of CE Credits.

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Questions?

Please contact Scott Briggs at
800-795-5242 X1180 or scott@cfteducation.org

 

Looking for more in depth compliance training? Check out the 2019 Federal Compliance School!: Click Here