Pricing
Order any 1 Presentation..................................$199
Special ! Order any 5 Presentations.................................$875
Extra Special ! !
Order any 10 Presentations..............................$1,500
All presentations by online access or CD are functional for 60 days and
include a presentation outline. Remember,
IRA, HSA, and CESA rules can change at any time. Be sure to check with CWF for any
applicable changes and for available updates. If a required update occurs during
the 60 days, an updated Presentation / CD and outline will be available for only
$99. It will include a new 60-day viewing period.
IRA Rollovers, Transfers & Direct Rollovers Recorded Webinar
Learn the required procedures for administering these common
and popular IRA transactions. Even without HSAs, the IRA custodian/ trustee needs to know
the requirements for the IRA-to-HSA Transfer. IRA Personnel will learn the distinct differences
between each type of transaction. The differences between the Automatic and Requested 60-Day
Rollover Waiver are also reviewed.