Webinar: The Two Most
Important Numbers for Dealing with IRAs & HSAs: IRS Publications 590
Thursday, September 4, 2014
2:00 - 3:30 pm CST
Speaker: John Baptista, Jr. Impact Training &
About the Program
The number one issue employees have in dealing with individual
retirement accounts (IRAs) and health savings accounts (HSAs) is a lack
of confidence. With a tax code over 73,000 pages, it is no wonder
employees shy away from these products.
How would you answer these questions?
Do I have earned income?
Can I borrow from my IRA?
What medical expenses qualify for my HSA?
Can I deduct my HSA contributions?
Most employees would advise the member to see their financial advisor.
Without the confidence to handle IRAs or HSAs, basic questions can cause
panic. However, having the ability to answer both basic and complex
questions can make the difference between building or losing business
relationships. This program will build employee confidence, and unlike
any other IRA and HSA programs, will teach staff ways to enhance the
professionalism that members seek.