Program Content
Solving the mysteries of the more complicated issues of IRAs here and now!  With all of the new IRA plan types, regulation changes and clarifications of existing rules and regulations, an annual update and review of the more challenging aspects of Individual Retirement Accounts is a must.  This detailed workshop serves as an excellent refresher for the experienced IRA banker as well as a confidence builder on the more technical and complex areas of IRAs for the less experienced IRA representative.  This comprehensive seminar will provide a thorough update and review of the significant final regulations regarding the Pension Protection Act and other IRA legislation. Participants will get the answers to these and many more common questions.

• How will the TIPRA 2005 affect Roth IRAs in the future?
• What are the clarifications on the Pension Protection Act of 2006?
• What is the reporting difference between an IRA Rollover, a Transfer and QP Rollover?
• What are the reporting changes for 2007 for the new contribution and distribution rules?
• What is a "Stretch IRA"?

This program focuses on recent changes, and the content is at the intermediate level.  It is assumed that participants are familiar with the basics of IRAs.  Each participant will receive the complete 275-page Sunwest Training IRA Training and Reference Manual, which has been totally updated to reflect the new regulations.

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. This is considered an "Intermediate" workshop.  Experience level:  two years or more.

You are encouraged to bring a sample of the IRA forms your financial institution is currently using for your review during the session. 

Instructor
Patrice M. Konarik, CFP™,
Sunwest Training Corp., Gilchrist, Texas

Registration Information
The registration fee is $225 for members.

Due to facility guarantees, written cancellations must be received three days prior to the seminar date to receive a refund. Substitutions are always welcome.  For assistance, please call Courtenay Pope at the GBA office, (404) 420-2015.