IRA Advanced Update & Review Seminar

IRA Advanced Update & Review Seminar

What a wild ride these last two years have been!  New laws became effective January 1, 2020, under the SECURE Act.  Then more new temporary rules were initiated in March 2020 as part of the CARES Act.  While most of the CARES Act has expired, we will be dealing with "repayments" of IRA COVID-Related Distributions (CRDs) for the next two years.  It's all about the coding and reporting in these complicated issues, so you have to get it right!

This one-day update will summarize the changes and then get into the nitty-gritty of new distribution regulations.  What stays the same?  What changes?  And how do we disclose all these changes to our customers?  Participants will also receive the latest 280-page 2021-2022 IRA Training Manual, "The IRA Red Book."


Registering Someone Else:  Click Register a Coworker and select their name from the drop-down list.  To add a new contact, please complete the entire form.

Multi-Registrant Discount: Please complete the checkout for the first registrant, then wait 10 minutes before adding additional registrants to receive the discount.

Questions?  Email [email protected] or call (512) 472-8388.

9/21/2021 8:30 AM - 4:00 PM
First National Bank Eagle Lake 100 Commerce St. Eagle Lake 77434

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 need help creating an account please request a login. 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 [email protected] or call 512-472-8388


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