Select Response

Select Response Type

Start with the Prepared Summary

CWF has provided summaries of various IRA and pension subjects and situations. If you have a question dealing with one or more of these topics, you may well be able to determine the answer by reading one or more summaries.

The fee to read each summary is $ .00.

Request a Customized Response

If, after reading the summary(ies) you still have your question(s) or you have additional questions, then type your question/situation here and we will present you with our fee proposal to answer your question. Once you inform us that you will pay our fee, then we will answer your question(s). We expect that most individuals will find our fees to be very reasonable. In most cases, we will reference the tax authority for your response. Any amount you paid with respect to reading a related summary will be credited against the fee for your customized response.

Please call a customer service representative
at (800) 346-0249 for any questions.

eConsulting Categories

Traditional IRAs
Roth IRAs
SEP IRAs
Coverdell Education Savings Accounts
Health Savings Accounts
Qualified Pension Plans
401(k) Plans
Profit Sharing Plans
Money Purchase Plans

Meet the Consultant

Attorney James Carlson assists individuals who have a question(s) with respect to the above categories, in addition to other tax preferred accounts.

Jim has worked with IRAs and other tax preferred plans since 1977, and is familiar with the rapidly changing tax laws.

Jim is also the author of the monthly publication
"The Pension Digest".