Retirement Contribution Limits
| Account Type | Year | Under Age 50 | Age 50 and Older |
| Traditional & Roth IRA | 2020 | $6,000 | $7,000 |
| SIMPLE IRA | 2020 | $13,500 | $16,500 |
| 401(K) | 2020 | $19,500 | $26,000 |
TD Ameritrade Institutional
Full service clients have 24/7 account access to TD Ameritrade Institutional through www.advisorclient.com.
Morningstar
Investment research and performance reporting is provided for full service clients through a professional subscription to Morningstar Office. A generous amount of information is available for free at www.morningstar.com.
Social Security Administration
Any effort to integrate and maximize social security benefits alongside an investment strategy is considered to be of high value. We urge all clients to visit www.socialsecurity.gov and establish an online account.
On-line
A good starting point among countless financial websites is www.investopedia.com. Investopedia is a leading resource for investing education with a comprehensive financial dictionary.
Recommended Reading
The Millionaire Next Door by Thomas J Stanley, Ph.D. and William D. Danko, Ph.D.
