Jan 21, 2026
Even after five years of IRS changes to IRAs, they are still scrambling to release guidance on many of the rules that were signed into law. That is why this annual update is a “must attend” in order for you to give the most current information to your customers.
January 21, 2026
11:00 am - 1:00 pm EST
One of the more confusing changes to IRAs in the last few years has been about the “catch-up” contributions to Traditional and Roth IRAs based on your age and income. Another one is knowing when the IRA beneficiaries must start Single Life Expectancy payouts and how to calculate them. More and more clients are choosing to do Qualified Charitable Distribution to exempt their RMD from income tax. The IRS has finally released a new distribution code to be used in box 7 of the 1099-R for these payments. January is always a good time to print out reports before sending year-end statements and IRS reporting to the customer in order to catch mistakes before the customer gets them. In this information-packed two-hour webinar, we will discuss your January “To-Do List” making sure your required reporting and notices are being sent to the customer in a timely manner.
What You'll Learn
Patrice M. Konarik
President
Patrice M. Konarik is president of Sunwest Training Corp founded almost 30 years ago and located in the Texas Hill Country near San Antonio. With over 40 years of experience in the financial industry, Patrice has focused her expertise on the retirement account area. After 28 years on the road providing live training nationwide, she now concentrates on providing informational IRA and HSA webinars through OnCourse Learning. She has a B.S. in Management Science from New York’s Binghamton University and previously held her Certified Financial Planner designation for 23 years.
Who Should Attend?
This session is ideal for everyone who is responsible for answering customers questions in the branch or call center, as well as those involved in the day-to-day operations of opening, closing, and processing IRA transactions.
Continuing Education Credit Information
IRA Annual Update 2026 has been approved for 2.5 CISP credits. This statement is not an endorsement of this program or its sponsor. Credits are redeemable for both Live and OnDemand viewing. For questions on certificates, please email support@oncourselearning.com. Certification holders must report these credits at https://aba.csod.com.
Live Webinar - $299.00
Available Upgrades
**100% surcharge applied to non-members.
Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank