Kentucky Trust Company |
EPIC Retirement Plan Services |
Plumbers Local Union No. 1 Benefit Funds |
Employee Benefits & Executive Compensation Associate Attorney Polsinelli PC |
Retirement, LLC |
Jr Retirement Plan Administrator/ Administrative Assistant Hochheiser Deutsch & Co, Inc. |
Administrator/Consultant (DC and DB) TPA Professionals |
Nicholas Pension Consultants |
Retirement Plan Documents Specialist Loren D. Stark Company |
Membership Director: Independent Contractor Retirement Industry Trust Association (RITA) |
Retirement, LLC |
Retirement Plan Administrator – Senior Associate PBMares |
Pension Rights Center |
EPIC: TPA/DPS |
Pentegra |
Farmer & Betts, Inc. |
Retirement Plan Administrator (TPA) Retirement Plan Consultants |
RTD Financial Advisors |
Employee Benefits and Executive Compensation Associate Attorney Verrill |
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Don't Overlook This Tax Planning Opportunity: One-Time IRA-to-HSA Rollover EisnerAmper ![]() [Guidance Overview] July 19, 2021 "[T]he Health Opportunity Patient Empowerment Act of 2006 ... allows for a one-time penalty- and tax- free rollover of money from your traditional IRA to a health savings account (HSA).... This strategy allows you to just shift funds already in your traditional IRA to an HSA, without taking money from your non-retirement accounts.... [T]he transfer from the IRA will have removed some of the money, though a relatively small amount, out of the required minimum distribution (RMD) calculation." |
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