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FLX HSA Analyst
Health Savings Accounts are becoming more and more popular choice for the businesses around the country as they allow reducing company’s costs while offering more benefit choices to the employees as well as reducing employee�s healthcare costs. HSA plan rules and regulations may get a bit complex making it difficult for the financial institution to explain the benefits of the HSA accounts to company’s executives and their employees.
Finance Logix� HSA Analyst tool plays an important role of educating business executives as well as the employees about benefits of using HSA trust account in conjunction with a high-deductible health plan (HDHP). HAS Analyst visually demonstrates the tax advantages, accumulation capabilities and the flexibility of the HSA accounts.
FLX HSA Analyst can be integrated with an internal financial institution’s record-keeping system used in conjunction with the FLX Retirement solution. Using the Analyst, the HSA account participant can view investment options available in the account and see the impact of the savings in the account on the overall financial plan.
Financial institutions offering HSA accounts may utilize the following Finance Logix� HSA Analyst features:
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 FLX IRA Analyst
The FLX IRA Analyst is designed to give clients a basic overview of their IRA investment plan options. Comparison graphs and notes displaying future outcomes of accounts such as ROTH IRA's, traditional IRA's and taxable savings while assessing feasible financial investment solutions.
It is never too late for your clients to plan or improve their financial retirement position. IRA Analyst is the tool investment professionals use to advise clients on IRA issues such as rolling over or converting a traditional IRA into a Roth IRA, eligibility requirements, tax and retirement assumptions, and overall benefits of specific plans. With IRA Analyst, investment professionals become IRA experts in a few easy steps. |
| For Professional Use Only |
| IRA Analyst is a planning and sales tool designed specifically investment professionals. With an easy-to-use interface, its own database, or a link to FLX Investment Planning, IRA Analyst can be easily |
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