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IRA/HSA Workshop
Wednesday, February 23, 2011 8:30-11:00 a.m. Envision Credit Union 440 North Monroe
Street Tallahassee, FL
Presented by: William Berg, CCUE, CUCE, BASCS Vice
President of Regulatory Affairs League of Southeastern Credit Unions
Topics Covered Include: Roth
IRA's Traditional IRA's Available Tax Credits Health
Savings Accounts Education Savings Accounts Death Claims and Life Expectancy Conversion from Traditional to Roth IRA
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