Retirement Contribution Limits

Account Type

2022

Under Age 50

Age 50 & Older

Traditional & Roth IRA

$6,000.00

$7,000.00

SIMPLE IRA

$14,000.00

$17,000.00

401(K)

$20,500.00

$27,000.00

zzameritrade

TD Ameritrade Institutional/Charles Schwab

Full service clients have 24/7 account access to TD Ameritrade Institutional/Charles Schwab through www.advisorclient.com.

Screen-Shot-2012-09-26-at-12.02.33-AM

Investment Research and Performance Reporting

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-11

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.

Investopedia_I_400x400

Online Resources

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.

Retirement Contribution Limits

Account Type

2022

Under Age 50

Age 50 & Older

Traditional & Roth IRA

$6,000.00

$7,000.00

SIMPLE IRA

$14,000.00

$17,000.00

401(K)

$20,500.00

$27,000.00

Investopedia_I_400x400

Online Resources

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.

social-security-11

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.

Screen-Shot-2012-09-26-at-12.02.33-AM

Investment Research and Performance Reporting

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.

zzameritrade

TD Ameritrade Institutional/Charles Schwab

Full service clients have 24/7 account access to TD Ameritrade Institutional/Charles Schwab through www.advisorclient.com.

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of Asset Strategies Group, LLC. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Asset Strategies Group, LLC, a Registered Investment Advisor in the State of Colorado. The content on this website is for informational purposes only and should not be used to make any financial decisions. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours. Images and photographs are stock photos. None of them are photographs of current or former clients.