Tailored IRA and HSA Training | Wolters Kluwer Financial Services
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Tax Advantaged Accounts - Tailored Training

  • Tailored on-site or webinar IRA training offers a cost-effective way to give your entire staff consistent, relevant IRA information at your organization, on the day and time that makes sense for you, so you can take your IRA program to the next step and beyond.

    You choose the topics

    • IRA Establishment
    • Contributions
    • Rollovers and Transfers
    • Direct Rollovers
    • Distributions
    • Required Minimum Distributions
    • Beneficiary Options
    • Excess Contributions and Recharacterization
    • Simplified Employee Pension (SEP) Plans
    • Savings Incentive Match Plans for Employees of Small Employers (SIMPLE) IRAs
    • Coverdell Education Savings Accounts
    • Health Savings Accounts
    • Policy Development
    • Self-Audits
    • You choose the add ons
    • Tell us your concerns or areas that need extra attention, and we’ll tailor your session accordingly. Maybe you want to include discussion on procedures or business requirements unique to your organization. Whatever the issue, we’ll incorporate the information into your training in a logical and user-friendly presentation.

    You choose the format


    • Half Day
    • Full Day
    • Multiple Days


    • Half Day
    • Full Day
    • Multiple Days

    You choose the knowledge level

    • Beginner
    • Intermediate
    • Advanced
    • Combination based on your needs

    Wolters Kluwer Financial Services provides the rest

    • Presenter
    • Training Materials
    • Trusted Information