Tax season is the perfect time to revisit your savings plan. One important component of that plan may be contributing to your Traditional or Roth IRA. As a reminder, individuals under the age of 50 can contribute up to $5,500 each year, and those over the age of 50 can contribute up to $6,500. Your tax advisor can offer guidance regarding the exact amount you should contribute this year
You can still make 2016 contributions until April 18, 2017. Our Client Service Team can offer information about facilitating retirement contributions, so feel free to give us a call at 1-877-600-3573. Ask us about the convenient option of making your contribution electronically in lieu of writing a check!
Securities offered through TD Ameritrade Institutional Services located at 7801 Mesquite Bend Drive, Suite 112, Irving, TX 75063-6043. Investment advisory services offered through AOG Wealth Management, Inc. AOG Wealth Management, Inc. is neither an affiliate nor subsidiary of TD Ameritrade Institutional Services.
Please submit all tax forms to your tax preparer for their review and evaluation. Consult with your tax and/or legal advisor for tax guidance. The opinions and views expressed here are for informational purposes only. Please note that neither Kalos Capital nor any of its agents or representatives gives legal or tax advice.