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Wolters Kluwer is a global provider of professional information, software solutions, and services for clinicians, nurses, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

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    Primary Navigation
    • Health

      Trusted clinical technology and evidence-based solutions that drive effective decision-making and outcomes across healthcare. Specialized in clinical effectiveness, learning, research and safety.

      Health Overview
      Solutions
      • LexicompEvidence-based drug referential solution
      • OvidThe world’s most trusted medical research platform
      • UpToDateClinical decision support resource
      • Sentri7Revolutionizing patient care
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      Expert Insights
      • Advising unsuccessful students without discouraging
      • Appraising experimental research to determine the level of evidence
      • How to make the online learning experience more meaningful
      • Fostering student success and engaging students in collaborative learning
      • Building clinical judgment during a pandemic: Exploring flexible foundational learning experiences that address the Next Generation NCLEX
      • Client health and wellness: What’s zip code got to do, got to do with it?
      • Improving performance with after-action reviews
      • Treating Sepsis in COVID-19 patients
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    • Tax & Accounting

      Enabling tax and accounting professionals and businesses of all sizes drive productivity, navigate change, and deliver better outcomes. With workflows optimized by technology and guided by deep domain expertise, we help organizations grow, manage, and protect their businesses and their client’s businesses.

      Tax & Accounting Overview
      Solutions
      • CCH Axcess™ SuiteCloud-based tax preparation and compliance, workflow management and audit solution
      • CCH® ProSystem fx®Integrated tax, accounting and audit, and workflow software tools
      • CCH® ProSystem fx® EngagementOne central hub for all your firm’s engagements
      • Corporate Actions SuiteSuite of solutions with detailed and accurate corporate action taxability
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      Expert Insights
      • IRA regular contributions: Compensation required
      • Digital Skills Assessment Matrix
      • Consolidated Appropriations Act, 2021: IRA distribution provisions included
      • How TeamMate+ can help teams with dynamic risk assessment
      • Emerging risks in financial services audit
      • Individual Retirement Accounts: RMD notice deadline approaching
      • IRAs, HSAs, and CESAs: Year-end reporting
      • Internal Audit's Role in Mergers & Acquisitions
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    • Finance

      Our solutions for regulated financial departments and institutions help customers meet their obligations to external regulators. We specialize in unifying and optimizing processes to deliver a real-time and accurate view of your financial position.

      Finance Overview
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      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
      • Lien SolutionsUCC, vehicle title, and real property documentation management
      • ExpereCentralized document system
      • CCH TagetikUnified performance management software
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      Expert Insights
      • How can banks drive value from risktech investment?
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      • Digital Skills Assessment Matrix
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      • How TeamMate+ can help teams with dynamic risk assessment
      • Seamlessly title and register specialty vehicles
      • End-to-end portfolio management: The relief you've been looking for
      • Unparalleled flexibility and ease managing and recording mortgage documents
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    • Compliance

      Enabling organizations to ensure adherence with ever-changing regulatory obligations, manage risk, increase efficiency, and produce better business outcomes.

      Compliance Overview
      Solutions
      • OneSumX for Finance, Risk and Regulatory ReportingIntegrated regulatory compliance and reporting solution suite
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      • OneSumX for Regulatory Change ManagementTrack regulatory changes across a list of global agencies
      • CT Global ServicesCorporate services and expertise in 150+ countries
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      • 6 Telehealth Trends for 2021
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      • Reference book: Delaware's Business Entity Laws
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      • Pennsylvania's Decennial Report requirement for domestic and foreign entities
      • CT expert insights: Understanding beneficial ownership reporting, with Sandra Feldman
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    • Legal

      Serving legal professionals in law firms, General Counsel offices and corporate legal departments with data-driven decision-making tools. We streamline legal and regulatory research, analysis, and workflows to drive value to organizations, ensuring more transparent, just and safe societies.

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      • Do large corporate legal departments get better rates? Not always.
      • Five steps to creating effective outside billing guidelines
      • Integrated e-billing, matter management, and contract management work together to improve operations
      • Accelerate sales with contract lifecycle management solutions
      • IDC Analyst Brief: Integrated legal technology strategy crucial for business resiliency and managing risk
      • Whitepaper: Leveraging Technology to Combat Contract Risk
      • The time has never been more right for contract lifecycle management
      • LegalVIEW BillAnalyzer Expert Service by the Numbers
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    1. Home >
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    3. Tax Advantaged Accounts
    Tax Advantaged Accounts

    Tax Advantaged Accounts

    The tax-advantaged accounts solutions that Wolters Kluwer offers makes managing your individual retirement account (IRA), Health Savings Account (HSA), Coverdell Education Savings Account (CESA), and other tax-advantaged accounts programs a breeze.
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    Tax Advantaged Accounts
    • Account Recordkeeping
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    Whatever your needs are, we have the solution.

    Tax Advantaged Accounts Services

    Services

    Wolters Kluwer provides subscribers toll-free consulting services as well as on-site compliance audits to ensure your financial organization is operating compliantly and at maximum efficiency.

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    Tax Advantaged Accounts Training

    Training

    Training options consist of single session access for 14 days, 24/7 access to pre-recorded training sessions for 12 months, and single or multiple day onsite tailored training.

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    Print and E-Form Documents

    IRA Library

    Available in both a paper format and electronic book solution the IRA Library provides technical and operational information that supports your plans.
     
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    Mortgage and IRA Print Materials

    Documents

    A comprehensive suite of documents available in multiple delivery options that will support your tax-advantaged accounts program.

     

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    Expert Insights

    • IRA regular contributions: Compensation required
      Article
      Compliance
      Tax & Accounting
      January 20, 2021
      IRA regular contributions: Compensation required
      Wondering whether your income is considered compensation for IRA purposes? This article explains what types of income are considered compensation for IRA regular contribution purposes.
      Learn More
    • Consolidated Appropriations Act, 2021: IRA distribution provisions included
      Article
      Compliance
      Tax & Accounting
      January 19, 2021
      Consolidated Appropriations Act, 2021: IRA distribution provisions included
      The Consolidated Appropriations Act, 2021 enhances and expands two individual retirement account (IRA) provisions included in the Coronavirus Aid, Relief, and Economic Security Act (i.e., CARES Act).
      Learn More
    • Individual Retirement Accounts: RMD notice deadline approaching
      Article
      Compliance
      Tax & Accounting
      December 17, 2020
      Individual Retirement Accounts: RMD notice deadline approaching
      The tax law requires IRA custodians and trustees to provide IRA owners and the IRS with an annual required minimum distribution notice. This article provides the detail necessary to ensure an IRA custodian or trustee fulfills its requirements.
      Learn More
    • IRAs, HSAs, and CESAs: Year-end reporting
      Article
      Compliance
      Tax & Accounting
      December 17, 2020
      IRAs, HSAs, and CESAs: Year-end reporting
      Tax reporting is one of the primary responsibilities of an IRA, HSA, or CESA custodian or trustee. This article primarily focuses on 2020 year-end distribution reporting for these types of tax advantaged accounts.
      Learn More

    Listen to Banking Compliance Insights

    • Podcast
      ComplianceJanuary 13, 2021
      Episode 15: Lending to military service members
      By:Samir Agarwal
      Is your financial institution missing an opportunity to serve the community and serve soldiers? Listen to the podcast now.
      Learn More
    • Podcast
      ComplianceDecember 01, 2020
      Episode 14: And SOFR something completely different
      By:Samir AgarwalAndy Dunn
      From LIBOR to SOFR | What index will you select? We are here to help you choose. Wolters Kluwer’s latest podcast focuses on the end of the LIBOR and the industry’s switch to the SOFR index.
      Learn More
    • Podcast
      ComplianceNovember 13, 2020
      Episode 13: OCC clears the way: Banks allowed to hold cryptocurrencies
      By:Samir AgarwalMark White
      What do we need to know about the regulatory requirements for the Office of the Comptroller of the Currency's (OCC) letter? Find out more in this podcast.
      Learn More
    • Podcast
      ComplianceTax & AccountingOctober 22, 2020
      Episode 12: Update and current status of IRAs: What has changed and what you need to know
      By:Samir AgarwalMichael Schiller
      In this podcast, our experts discuss how current rules, including the SECURE Act and CARES Act, impact IRAs. As baby boomers reach retirement age, banks will see an increase in IRA portfolio balances and should be prepared to serve as IRA trustees.
      Learn More
    • Podcast
      ComplianceOctober 15, 2020
      Episode 11: Banking on the way people change with M&F Bank NC
      By:Samir Agarwal
      This podcast offers practical suggestions for ways financial institutions can overcome challenges, create opportunities, and navigate regulatory change requirements brought about by the pandemic.
      Learn More
    • Podcast
      ComplianceOctober 08, 2020
      Episode 10: Banking operations: Adapting to find opportunities
      By:Samir AgarwalJim Wrbanek
      This podcast offers practical insights into how banks have successfully adapted operations in the new normal and highlight successful practices that are becoming part of permanent banking strategies.
      Learn More
    • Podcast
      ComplianceSeptember 24, 2020
      Episode 9: Working through COVID-19, overcoming challenges and creating opportunities
      By:Samir Agarwal
      It’s been several months since COVID-19 disrupted virtually every business we know. In this podcast, our guest discusses how Univest successfully adapted operations during this unprecedented and difficult time
      Learn More
    • Podcast
      ComplianceSeptember 10, 2020
      Episode 8: Regulatory change management: Navigating the pandemic, politics, and policy
      By:Samir AgarwalElaine Duffus
      This podcast focuses on how to approach your regulatory change management process, whether automated or manual. Our experts also address the challenges financial institutions are facing as they keep pace with regulatory change during the pandemic.
      Learn More
    • Podcast
      ComplianceSeptember 10, 2020
      Episode 7: Commercial lending through COVID – PPP and beyond
      By:Samir AgarwalMichael Fuchs
      Our experts discuss in this podcast how commercial lenders can stay on top of the rapidly changing circumstances, including credit assessments, to ensure they can fulfill obligations to customers during the pandemic.
      Learn More
    • Podcast
      ComplianceAugust 21, 2020
      Episode 6: Fraud opportunists, six feet away and closer than ever
      By:Samir Agarwal
      In this podcast, our experts discuss trends that are creating opportunities for fraudsters (including a few driven by the pandemic), regulatory oversight measures, and strategies for shoring up fraud prevention programs.
      Learn More
    • Podcast
      ComplianceAugust 11, 2020
      Episode 5: Loss mitigation: Operational challenges in a pandemic environment
      By:Samir AgarwalChris Zimmerman
      In this podcast, Chris Zimmerman, a product manager for servicing technology solutions takes a deep dive into what to expect at the end of allowable forbearance periods required under the CARES Act.
      Learn More
    • Podcast
      ComplianceAugust 04, 2020
      Episode 4: Fairness in the face of crisis: Fair and responsible banking in the midst of chaos
      By:Britt FairclothSamir Agarwal
      In this podcast, Britt Faircloth confronts the reality of increased vulnerable populations created during the pandemic, providing strategies for maintaining fairness given new regulatory programs, distance banking, and dispersed workforces.
      Learn More
    • Podcast
      ComplianceJuly 16, 2020
      Episode 3: A lender’s guide to forgiveness
      By:Neal DohertySamir Agarwal
      The Small Business Administration (SBA) has started processing PPP loan forgiveness. In this podcast, Samir Agarwal interviews Neal Doherty on the mechanics of forgiveness, including preparing borrowers and managing expectations post-forgiveness.
      Learn More
    • Podcast
      ComplianceJune 18, 2020
      Episode 2: PPP legislative updates that impact 1502 filings and procedures for submission
      By:Samir Agarwal
      In this two-part podcast series our speakers dig deeper into the process for submitting 1502 filings and tracking payments. Special topics discussed include: impact of cancellations, partial forgiveness and servicing on 1502 filings.
      Learn More
    • Podcast
      ComplianceJune 11, 2020
      Episode 1: Ongoing 1502 filing requirements and common errors to avoid
      By:Samir Agarwal
      In this two-part podcast series, our speakers provide an overview of PPP lender obligations, outline common missteps in the process and then take a deep dive into 1502 filings, including servicing, cancellations and delinquencies.
      Learn More

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