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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
June 25, 2004 at 08:00 PM
NU Online News Service, June 25, 2004, 6:35 p.m. EDT
The Internal Revenue Service has issued drafts of model agreements for companies that want to manage health savings accounts.[@@]
The IRS has developed the model agreements to help insurers, banks and other companies that want to provide HSA trust and custodial services.
The IRS hopes to finalize the draft agreements at the end of a 30-day public comment period.
The IRS notes that use of the model agreements is voluntary. Trustees and custodians can come up with their own agreements.
Members of the public can comment on the drafts by calling the IRS at 202-622-4HSA.
The custodial account draft is on the Web at //www.irs.gov/pub/irs-dft/d5305c.pdf and the trust account draft is on the Web at //www.irs.gov/pub/irs-dft/d5305b.pdf
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