Edu: Excess IRA Contributions, Part 1

May 8, 2019

Edu: Excess IRA Contributions, Part 1

It may not seem like it, but it’s surprisingly easy to make excess contributions to an IRA. In part 1 of this Edu series, Jim and Chris discuss a few of the ways that it can happen.

Stay tuned for more episodes, including how to fix excess contributions.

Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.