IRA Basic & Advanced Issues

IRA Basic & Advanced Issues

Whether you are looking to gain basic knowledge of IRAs, raise your comfort level or sharpen your skills with the most up-to-date rules and regulations, this intensive, nine-hour seminar covers everything!  Registrants receive the newly revised full 275-page IRA Manual. 





Topics include:

  • Top 20 Basic Terms of IRAs.
  • The most commonly used forms to create and complete IRA transactions. 
  • IRA plan types, Traditional, Roth and SEP. 
  • Rollovers and Transfers, Health Savings Accounts and IRA Distributions to owners and beneficiaries and IRS reporting, resulting in a better picture of this confusing topic incorporating the new rules as part of the SECURE and CARES Act of 2020.


View Brochure

Your Registration Options:
+ Register online and select payment method (invoice or cc)
+ Email a completed form to register@texasbankers.com and await an invoice
+ Mail a completed form with a check to the address indicated
+ Registering Someone Else: Click the Register Someone Else button and search for your coworker in the drop-down list. If you need to add a new contact, please fill out the entire form. If we have any questions, we will reach out to you.

Questions? Please contact TBA at (512) 472-8388 or education@texasbankers.com.

When
1/26/2021 9:00 AM - 1/27/2021 12:00 PM
Where
Virtual
 

TBA Login Instructions

New Users

If you have a record with the Texas Bankers Association, click "Forgot Username" to retrieve your credentials. Enter the email address TBA has on file for you and an email will be sent with next steps. 

If you are new to the Texas Bankers Association, please choose the “Request a Login” option. A TBA staff member will set up your record and issue user credentials within one business day.

Existing Users

Don’t remember your password? Click “Forgot Password” and enter your username. (Hint: Your username is your work email address.)

For additional login assistance, please contact TBA at login@texasbankers.com or call 512-472-8388

 



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