2018 IRA requirements
Covering All the Recent IRA Updates is No Easy Task – We can Help!

With new 2019 contribution limits released by the IRS, changes coming out of the Tax Cuts and Jobs Act, and a new 5305 model form released in 2017, there are a lot of changes to understand, plus communicate to your consumers! With videos, regulatory articles, and updated content, we can help make sure you share accurate, up-to-date information with your IRA accountholders about what they should be doing and when they should be doing it.

Complete Your Compliance Health Checks Today

With change upon change this IRA season, there's never been a better time to review your overall IRA business. Completing an overall compliance health check of your IRA business can uncover any updates you may have missed, as well as provide accurate planning for the coming year.

 
 
 
 
 

IRA and HSA Documents

Everything you need to open, administer, support, amend and promote traditional, Roth, SIMPLE, and SEP IRAs along with Coverdell Education Savings Accounts (CESA) and Health Savings Accounts (HSA).

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IRA and HSA E-Forms

Electronic forms (E-Forms) allow you to document transactions throughout each account's lifecycle while eliminating the need to warehouse forms that could be rendered obsolete due to rule changes.

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Account Recordkeeping Service

Outsource the complex and burdensome tasks of administering tax-advantaged accounts with our Account Recordkeeping Services.

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Consulting

Our Consulting Service provides quick access to reliable information from experienced consultants. We're ready to answer questions, assist with reporting requirements, and explain regulatory changes.

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Training

Our live streaming and tailored training programs educate your staff on all aspects of tax-advantaged savings plans. We offer tailored IRA and HSA trainings at your location, or remotely, customizing the training to your specific needs.

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IRA E-Book

The electronic version of our IRA Library employs a robust search engine to help you quickly find exactly what you're looking for. Stay up-to-date with annual updates and ensure your staff has the most current information available.

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Request more information

Want to know more? Wolters Kluwer is your best resource when it comes to answering any questions you may have about IRA. To ensure we have the information we need to best serve you, please complete the form below. A Wolters Kluwer representative will be in contact with you within 1-2 business days of receipt of your request.