CWF has offered a toll-free IRA/pension consulting service since 1984.
We are experienced (i.e old), but a good old.
retirement plans, HSAs, CESAs are special tax preferred accounts with
which we have substantial experience.
the IRS, Congress, and customers, IRA and Qualified Plan personnel are
constantly being challenged with new questions, issues and problems.
A major problem may institutions have is that their IRA and retirement
plan personnel cannot get immediate and reliable answers to
you purchase our consulting service, you get unlimited us of our toll-free
"800" number, and unlimited access to our experienced attorneys
and pension specialists. With a consulting staff that averages over
a decade of experience, we can usually give you an immediate answer
to your questions. At times we will need to do research and call/email/fax
you the answer.
IRA and HSA procedures manuals complement our consulting services. Often
we are able to answer more quickly a caller's questions since we will
reference where the subject matter is being discussed in the manual.
Institution will surely benefit from using our IRA, pension and HSA
consulting services. You may use our consulting service for a 15 day
trial period at NO charge.
M. Carlson, J.D.