What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Wed Jan 19 CST (about 11 hours ago)
In your timezone (EST): Wed Jan 19 1:00am - Wed Jan 19 1:00am
Location Webinar
Region Americas

n the ever-changing world of IRAs, it is always important to keep up with the latest IRS updates to the rules and regulations. Not to mention, you never know what Congress may slip in at the end of the year to turn the financial world upside down.

What You Will Learn:
• IRA Cost of Living Adjustments for 2022.
• Qualified Charitable Distributions reporting correctly.
• Updated Life Expectancy Tables.
• Recalculating payments to beneficiaries in a Single Life Expectancy Payout.
• 2022 IRA/IRS Reporting Calendar.
• January Required Notices.
• 1099-R reporting corrections.

Who Should Attend?
All CSRs, Operations personnel, Call Center staff, retail, trust and investment advisors who wish to make sure they are giving their customers/clients the most up-to-date information.


2022 Presenter

Patrice M. Konarik
President, Sunwest Training Corp.