Coverdell ESA — Solution Center Articles

Your Clients Will Love This Simple Solution to Streamline Your IRA Program

Today’s consumers want easy access to their accounts and when it’s convenient for them.

We get it. And we have the perfect solution to help your clients gain more independence over their IRAs. It will also help lighten the load for you and your staff.

Solution CenterAscensusSeptember 7, 2023IRA, Compliance & Operations, Coverdell ESA, Business Insights

Don’t Let Prior-Year Tax Reporting Duties Overwhelm You

The 2022 tax season is over for most of us, but your work for this tax year may not be done. Inevitably, a client will walk into your branch carrying her 2022 Form 5498, IRA Contribution Information, to point out an error. So, what do you do?

Ring in the New Year Prepared for Your Clients’ Questions

With the New Year fast approaching, your clients will have more questions about their IRAs, retirement plans, and education and health savings accounts. Are you prepared?

Take the Stress Out of Prior-Year Tax Reporting

Although the 2021 tax season is behind us, your work for this tax year may not be done. Inevitably, you will end up with an IRA client walking into your branch carrying his 2021 Form 5498, IRA Contribution Information, to point out an error. So, what do you do?

HSA, Employer Plan, ESA, IRA, Solution CenterAscensusJuly 7, 2022Business Insights, IRA, IRS, HSA, Coverdell ESA, Education

In Person, Virtual, or Online: Training That Fits Your Schedule and Your Needs

We recently surveyed our clients to find out what types of training events they would prefer in 2022: 56 percent of respondents reported that they want on-site or in-person training while 43 percent prefer virtual or online training. Whether you prefer learning in person, virtually or online, we’ve got options for you.

HSA, IRA, Employer Plan, ESA, Solution CenterAscensusJune 2, 2022Business Insights, IRA, HSA, Coverdell ESA, Education

Grow Your Business by Deploying This Simple Marketing Strategy

Providing consumer education content is one of the most effective marketing strategies that a financial organization can deploy. Creating quality educational materials that also promote your product offerings allows you to engage your clients, providing another connection to build trust and strengthen relationships.

Stumped by Retirement Plan or IRA Questions? Don’t Worry, Your Answer is a Phone Call Away.

Making sense of new guidance is no easy feat. For example, the proposed RMD regulations, released by the IRS in late February, is a hefty 275-page document. Who has the time to read and analyze this?

We do.

IRA, Employer Plan, HSA, ESAAscensusApril 1, 2022Compliance & Operations, IRA, Qualified Retirement Plan, HSA, Coverdell ESA

Give Clients More Information in the Right Format

Your clients have questions about their IRAs, retirement plans, health and education savings accounts. Providing quality consumer education content to your clients on the topics they are interested in is a simple, yet effective way to help them build their knowledge and promote your product offerings.

IRA, ESA, HSAAscensusDecember 2, 2021Business Insights, Compliance & Operations, IRA, Coverdell ESA, HSA

Don't Miss Out on Ascend This Year

Looking for a great way to catch up on all of the latest developments and rule changes affecting retirement and health savings plans? Ready to get away for some worthwhile training and professional networking? It’s not too late to meet up with other financial industry professionals from all over the country at Ascend.

Employer Plan, ESA, HSA, IRAAscensusOctober 7, 2021Business Insights, IRA, HSA, Coverdell ESA, Qualified Retirement Plan, SIMPLE IRA Plan, SEP Plan

Reliable Reference Tools Will Help You Give Clients the Right Answers

Rely on Ascensus’ reference guides and technical manuals for the correct, accurate information you need to help your clients with their tax-advantaged savings questions.

Employer Plan, ESA, HSA, IRAAscensusOctober 7, 2021Business Insights, IRA, HSA, Coverdell ESA, 401(k) Plan, SIMPLE IRA Plan, SEP Plan

In Person or Virtual, Premier Education Opportunities Offer Same Valuable Content

As a financial professional, it can be challenging to keep up with all the new regulations and rule changes that affect retirement, health, and education savings plans. That’s why each fall Ascensus sponsors annual training events that provide valuable, comprehensive education and updates.

HSA, IRA, Employer Plan, ESAAscensusSeptember 2, 2021Business Insights, IRA, HSA, Coverdell ESA, Education

We're Ready When You Are

Perhaps the most notable change in the last year and a half was not being able to do business or connect with clients in person. Well, whenever you’re ready—and with your health and safety in mind—our experts look forward to connecting with you in person again with on-site Ascensus training and service offerings.

Employer Plan, ESA, HSA, IRAAscensusAugust 5, 2021Compliance & Operations, Business Insights, IRA, HSA, Coverdell ESA

Stay Connected and In Compliance with “e” Offerings

In today’s world, almost everything has to be offered digitally or available in an “e” format. Your IRA, retirement plan, ESA, and HSA business is no exception. Fortunately, Ascensus offers several “e” products and training solutions to help you stay connected and in compliance.