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CollinWFritz

  1. Just Released - IRA Announces 2012 IRA Limits http:pension-specialists.com/memo2012.htm
  2. EBSA to Re-Propose Rule on Definition of a Fiduciary for IRAs and Pension Plans
  3. The IRS has made clear that if a prohibited transaction occurs, the HSA custodian must report it regardless of whom owes the 15% tax.
  4. Possible Major Change to be made in Instructions for Form 5498
  5. IRS Issues 2012 Indexed Amounts for HSAs - get details at http://www.pension-specialists.com/alert051811.htm
  6. The deadline for 2010 IRA contributions is April 18, 2011.
  7. IRS Ends Pilot or Trial Truncation Program Effective for 2011 Forms. The 2011 5498 is required show complete SSN on all copies of the form.
  8. Need a Certification for Tax-Free Charitable Distribution from a Traditional/Roth IRA Form ? We have them. call us at 800.346.3961
  9. New Webinars for 2011 http://www.pension-specialists.com/phone.shtml
  10. Special January 2011 QCD may count towards RMD for 2010
  11. IRS Issues Guidance on 2010 RMDs and 2010 QCDs
  12. An HSA Owner Shouldn't Use an HSA to Buy a Medical Product that Might be Returned For a Refund
  13. An HSA’s Payment of Long-Term Care Premiums May Qualify for Tax-Free Treatment
  14. HSAs Shouldn’t be Used to Temporarily Pay a Medical or Prescription Expense When the HDHP Ultimately Pays the Expense
  15. IRS Issued 2011 COLAs. IRS Announces Cost-of-Living Adjustments for 2011 The IRS in News Release No. IR-2010-108 Released 2011 Adjustments
  16. New IRA/HSA Webinars at http://www.pension-specialists.com/phone.shtml
  17. IRS Releases new 2011 Limits
  18. Stay Current on IRA/HSA knowledge. Pre-recorded webinars available at http:www.pension-specialists.com.
  19. Check out new IRA/HSA webinars http:www.pension-specialists.com
  20. IRS Issues 2011 Indexed Amounts for HSAs - NO Change versus 2010 http://www.pen sion-specialists.com