IRA Series: 2026 IRA & HSA Update: The Latest Trends
Keeping up with IRA and HSA rule changes can be challenging, even for experienced professionals. Constant regulatory updates, overlapping legacy provisions, and evolving compliance expectations make it easy to miss important details. This focused webinar explains the most significant IRA and HSA changes, highlights what is currently shifting, and helps you establish clear priorities for compliance and administration.
KEY WEBINAR TAKEAWAYS
- Necessary updates to your policies and procedures based on recent or imminent law changes and/or pronouncements
- Common scenarios to which legacy rules apply, and to which updated rules apply
- Scenarios requiring escalation to compliance or legal staff
- Tax benefits of HSA savings
- Unique complications health savings accounts can present
BONUS MATERIALS
- Web links to IRS publications to monitor for updates and to the latest IRA-related news
WEBINAR DETAILS
The IRA rules are always changing, but it’s been some time since we’ve had to adapt to so many changes, so quickly, for so many aspects of IRA servicing and administration. It’s harder than ever to differentiate the current rules from legacy rules, and what applies when. We’ll wade through the latest and most imminent issues IRA and HSA providers face and prioritize your focus to help keep you in compliance and sane. We’ll talk through the amazing savings potential of health savings accounts but address the very real challenges these accounts present.
WHO SHOULD ATTEND?
- Frontline staff
- Managers of those fielding IRA & HSA transactions and questions
- Compliance staff
