Due to the coronavirus tax filing extension, there’s still time to make a regular IRA contribution for 2019. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019 ($7,000 if you were age 50 or older on December 31, 2019). For most taxpayers, the contribution deadline for 2019 is July 15, 2020.
Spring 2020 Team Update – With Spring in full effect, we continue to work through understanding our new normal with bated breath. During these unprecedented times, we are grateful for the continued trust and confidence that our clients place in us. As Summer approaches, Scott, Fred, Jessica and James all look forward to the days of once again having the ability to sit down with our clients, face to face.