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Have an old 401(k)?

You can consolidate your old  retirement plans into one self-directed IRA. We can help you.

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2019 Traditional and Roth IRA contribution deadline is 4/15/20


 Download Plan Comparison ChartMaximum IRA Contribution Limits

2019- 2020 Self-Directed Traditional IRA and Roth IRA Contribution Limits

  2019 2020
Traditional IRA and Roth IRA Contribution Limits if under age 50 $6,000 $6,000
Catch-up Contribution if over age 50 +$1,000 +$1,000

2019 - 2020 Self-Directed SEP IRA Contribution Limits

2019 SEP IRA Employer Contribution Limits up to 25% of compensation, with a maximum of $56,000
2020 SEP IRA Employer Contribution Limits up to 25% of compensation, with a maximum of $57,000

2019 - 2020 Self-Directed SIMPLE IRA Contribution Limits

  2019 2020
SIMPLE IRA Employee Contribution Limits if under 50 $13,000 $13,500
SIMPLE Catch-up Employee Contribution Limits if over age 50  +$3,000 +$3,000

2019 - 2020 Coverdell Education Savings Account (ESA) Contribution Limits

Contribution Limits $2,000 per year until the child is age 18, or has special needs.

 

 

2019 & 2020 Health Savings Account (HSA) Contribution Limits

2019 High Deductibles/Out of Pocket Limits Single coverage- minimum $1,350 / maximum $6,750
Family coverage- minimum $2,700 / maximum $13,500
2019 Contribution Limits Single coverage - $3,500
Family coverage- $7,000
2019 Catch-up if over age 55 $1,000
2020 High Deductibles/Out of Pocket Limits Single coverage- minimum $1,400 / maximum $6,900
Family coverage- minimum $2,800 / maximum $13,800
2020 Contribution Limits Single coverage - $3,550
Family coverage- $7,100
2020 Catch-up Contribution Limits if over age 55 $1,000

 

 

If you need assistance with contribution limits, call us:

888-322-6534

Self-Directed IRA Fee Comparison Template