Tax Advantaged Accounts Consulting | Wolters Kluwer
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IRA and HSA Services

  • Tax-Advantaged Accounts Consulting

    Consulting: Questions relating to rules and regulations that govern tax advantaged accounts including Traditional and Roth Individual Retirement Accounts (IRAs), Simplified Employee Pension (SEP) plans, Savings Incentive Match Plans for Employees of Small Employers (SIMPLE plans), and Health Savings Accounts (HSAs).

    There’s nothing worse than needing a quick answer to an account owner’s question and not having the right resources to find it. Our Consulting Service provides quick and easy access to reliable information from experienced consultants—every business day.

    These are the same individuals who conduct our live streaming events, subject matter experts who know the rules and regulations and how to explain it all as simply as possible. So, whether your account owner has a quick question, you need help with reporting requirements, or you want clarification on recent regulatory changes, our Consulting Service is always just a phone call away.

    Our consulting staff can assist you with questions concerning:

    • Contribution Eligibility
    • Contribution Limits
    • Rollovers and Transfers
    • Distributions
    • Recharacterizations
    • IRS Penalties and more

    Our toll-free Consulting Service puts our experienced staff to work for you instantly. They can help answer your questions before they become problems.

    The Wolters Kluwer Tax Advantaged Accounts' consulting staff is available to answer your calls from 7 a.m. to 6 p.m. (CST) Monday through Friday (excluding holidays and meeting times).