By accepting you will be accessing a service provided by a third-party external to

2019 Contribution Limits and Deadlines


How do the new contribution limits affect you? Retirement contribution maximums have increased across the board for 2019. Here are some of the biggest changes to be aware of this year.

IRAs (regular & Roth)
Up to age 50 - $6,000
Age 50+ - $7,000

Individuals can contribute up to the above limits for 2018 until April 15, 2019

401(k) and other qualified plans
Up to age 50 - $19,000
Age 50+ - $25,000

Up to age 50 - $13,000
Age 50+ - $16,000

Defined Contribution Plans

While participant deferrals must have happened in the calendar year of 2018, matching contributions can be made up until the filing deadline (including extensions) for the business entity. Likewise, self-employed persons who have retirement plans may make their contribution up until their individual filing deadline (including extension). 

As always, if you have questions or would like further information please contact our office

What is Dollar-Cost Averaging?
Tax Law Changes and the Government Shutdown


No comments made yet. Be the first to submit a comment
Already Registered? Login Here
Tuesday, 02 June 2020

With the easing restrictions of the California Shelter in Place order, we have resumed our normal business hours in the office. As before, we are taking steps to ensure the safety of our staff and clients:

  • Surfaces will be sanitized regularly
  • We have several bottles of hand sanitizer as well as anti-bacterial soap and a sink in the office along with disposable masks should you like one.
  • When possible, we will continue to maintain social distancing and when not possible all the staff has masks.
  • Masks are not required for you to enter our office.
  • We are more than happy to meet with you in office but still maintain the capability for web meetings or telecoms. And as always can be flexible if you require special meeting time accommodations.

Our office hours are:
M-Th 8 a.m. – 4 p.m.
Friday 8 a.m. – 1 p.m.

As always we are available by phone at 209-636-4931 or on email at or