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

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Wednesday, 20 January 2021

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Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

You may drop contribution checks at our office through the mail slot or they may be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.

TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.