CWF's IRA/HSA Guidance - 2019 IRA Limits and Revised IRA Forms

A person age 50 or older in 2019 is eligible to make a maximum 2019 IRA contribution of $7,000 up from the $6,500 limit for 2018. A person younger than age 50 in 2019 is eligible to make a 2019 IRA contribution of $6,000 up from the $5,500 limit for 2018. A person, of course, must have the required compensation.

We have revised out IRA plan agreements and other administrative forms to incorporate the law and regulatory changes made in 2018. We have also developed our 2018-2019 IRA amendments and our 2018-2019 IRA/HSA brochures.

We will be sending a revision of our IRA/HSA FormSystem to our users and adopters in the near future. If you are not a user of IRA/HSA FormSystem you should consider it as it is not good business to be using 'old' forms. We have many forms to assists an IRA custodian assist its customers and you will benefit by using them.

Please call us at 800.346.3961 or email us at info@pension-specialists.com if you have any questions or would like to discuss.

Attached you will find descriptions and order forms for the IRA/HSA FormSystem™, Lobby Brochures and Amendments.

 
 

     

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