IRA & HSA Update: Key Considerations for 2021


Jan 14, 2021

3:00 pm – 4:30 pm EST
(90-minute webinar – recording also available)

What can change in a year?  Think 2020!  And then consider its impact on 2021.  The SECURE Act’s wide reach profoundly affected IRA owners, custodians, and trustees.  This webinar will address the ramifications of the SECURE Act, provide the latest IRS guidance and contribution levels, and identify the most common reporting errors.  Join us to gain the information needed to make informed decisions about IRAs and HSAs. 


Passage of the SECURE Act has had a profound impact on IRA rules and programs.  As the 2021 tax year begins, it is important to learn what is new and important in the world of IRA and HSA plans.  Do you interact directly with IRA and HSA owners, have supervisory, managerial, government reporting, or decision-making responsibilities?  Cut through the haze of confusion with insights and analysis from an IRA expert.  You’ll learn the many implications of what is new and important in 2021 and beyond.