CWF has updated many of its IRA Brochures to discuss
the IRA rules applying for 2007 and 2008. CWF will provide you with the
text of these brochures in PDF format so that you can add them to your
web site. You will benefit by having a way to explain these law changes
to your customers in an easy to understand format. You should not have
to worry if your IRA personnel really understand the nuances of IRAs.
We do! We provide you with ready-to-go text. These brochures cover each
topic thoroughly.
Name and Description of Brochures |
Brochure # |
| IRA,
Traditional Individual Retirement Accounts |
100 |
| The Roth IRA |
102 |
| New Coverdell Education
Savings Accounts |
103 |
| Roth IRA - Why Should
I Convert My Traditional IRA into a Roth IRA ? |
104 |
| Roth IRA - Calculating
Annual Contributions |
105 |
| The Special 50+ Contribution
Rules |
106 |
| Understanding Required
IRA Distributions at Age 70 ½ |
107 |
| Understanding the new
IRA Contributions Credit |
108 |
| IRA-to-IRA Rollovers
& Transfers |
109 |
| New IRA Opportunities
(Traditional and Roth IRAs) |
111 |
| FDIC, Insurance Coverage
for IRAs & Other Pension Deposits |
115 |
| SIMPLE-IRA, Savings
Incentive Match Plans for Employees of Small Employers |
118 |
| HSAs - Health Savings
Accounts - New Contribution Rules for 2007 |
124 |
| HSAs - Business &
Health Savings Accounts |
125 |
| HSAs - Health Savings
Accounts |
126 |
| IRAs & HSAs - Benefit
by Moving IRA Funds Tax Free to an HSA |
127 |
| IRAs - Nondeductible
IRA Contributions |
129 |
| Calculating your IRA
Deduction |
150 |
| The Spousal IRA and
Roth IRA Contribution |
151 |
| Inherited IRA Rules |
154 |
| A Surviving Spouse's
Options with Respect to Their Spouse's IRA |
155 |
| The Inherited Roth RIA
- Tax Free Income for Life |
156 |
| SEP, Simplified Employee
Pension Plan |
170 |
| Qualified Plans 401(k)-to-IRA
Rollovers & Direct Rollovers |
189 |
| IRAs Non-spouse Beneficiary
- Allowed to Directly Roll Over Inherited QP Funds |
192 |