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Electronic IRA Brochures

CWF has 25 brochures available to provide information on IRAs and other qualified retirement plans.  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 a topic thoroughly.

All brochures have been updated to incorporate statutory and regulatory changes.

 

Annual License Fee- Assets of your Institution
100 Million or Less      100-999 Million        1 Billion or more

                       1 Brochure                        $125/year                     $150/year              call for quote                                 
                    2-4 Brochures                      $175/year                     $225/year              call for quote                                            
                  5-10 Brochures                      $275/year                     $350/year              call for quote                        
                     17 Brochures                      $375/year                     $475/year              call for quote
                       


 

 

        

 



HSA, Health Savings Account Revised 5/08 
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Health Savings Accounts
This form can be imprinted. Call 800-346-3961 for details.

Package contains 50 forms. Call for quantity pricing or for imprint orders.

 


 



The Roth IRA Form # 102 Revised 10/07 
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Coverdell Education Savings Accounts Form # 103 Revised 9/06 
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Roth IRA - Why Should I Convert My Traditional IRA into a Roth IRA Form # 104 Revised 10/07 
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Calculating Roth IRA Contributions Form # 105 Revised 11/07 
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The Special 50+ Contribution Rules Form # 106 Revised 11/07 
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Understanding the IRA Contributions Credit Form # 108 Revised 10/07 
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Understanding Required Distributions Form # 107 Revised 10/07 
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IRA-to-IRA Rollovers & Transfers Form # 109 Revised 10/07 
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New IRA Opportunities Form # 111 Revised 10/07 
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FDIC, Insurance Coverage for IRAs & Other Pension Deposits Form # 115 Revised 03/06 
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SIMPLE-IRA, Savings Incentive Match Plan for Employees of Small Employers Form # 118 Revised 10/07 
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HSAs - health Savings Accounts - Form # 124 Revised 05/08 
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HSAs - Business & Health Savings Accounts Form # 125 Revised 05/08 
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HSAs - Health Savings Accounts & FDIC Insurance Form # 126 Revised 06/06 
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HSA - Benefit By Moving IRA Funds Tax Free to an HSA Form # 127 Revised 05/08 
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2008-2010 Time to Start Making IRA Contributions Form # 129 Revised 12/07 
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Understanding if You Qualify to Make a Deduyctible IRA Contribution Form # 150 Revised 11/07 
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The Spousal IRA & Roth IRA Contribution Form # 151 Revised 11/07 
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Inherited IRA Form # 154 Revised 11/07 
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A Surviving Spouse's Options with Respect to Their Spouse's IRA Form # 155 Revised 01/08 
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The Inherited Roth IRA - Tax Free Income For Life Form # 156 Revised 01/08 
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SEP, Simplified Employee Pension Plan Form # 170 Revised 11/07 
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Qualified Plans Rollovers & Direct Rollovers Form # 189 Revised 11/07 
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Nonspouse Beneficiary - Allowed to Directly Roll Over Inherited QP Funds to Inherited IRA Form # 192 Revised 12/07 
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Variety Pack - Form # 199 
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