Dear IRA/Pension/HSA personnel:
CWF has published a monthly newsletter discussing IRAs and pension plans since our inception in 1984. HSAs were added in 2004. Substantial
changes have occurred during the last 28 years; we have covered these changes in our newsletter. We have two goals for this newsletter:
-
Provide
information and offer suggested guidance to an IRA custodian so that it is very unlikey the IRS, the FDIC, the OCC or any
other third party will be able to substantiate a claim that the IRA custodian failed to properly perform its IRA/HSA administrative
duties.
-
Provide
information so that a financial institution may render excellent customer service. We understand there are limits. Many times
the customer must be told he or she needs to discuss the situation with his or her tax advisor, but this cannot always be the
response of IRA/HSA personnel.
A 6 month
newsletter subscription costs $45. CWF will submit our invoice within 10 days. We offer a number of complimentary articles for
viewers to read at no charge. You may cancel your subscription within the first 60 days for any reason and your $45 payment will
be refunded.
Sincerely,
James M. Carlson, J.D.
President
