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2021 & 2022 Retirement Contributions

The IRA contribution limits for 2021 & 2022 are as follows:

Plan Type

Annual Dollar Limit

 

Catch-Up Limit (Age 50+)

Traditional IRA 

$6,000

 

$1,000

Roth IRA

$6,000

 

$1,000

The contribution deadline for calendar year 2021 is April 18, 2022.

We can work with your accountant to determine if you are eligible to contribute to a Traditional IRA or Roth IRA.

1099 Update

If you have not yet received your 1099 from Fidelity, please be advised that the next mailing dates are February 26th and March 5th.  Also, please note that corrected 1099s may still be issued beyond this date.  

Please contact us with any questions at planning@barryia.com or (888) 992-8601.

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