Lumina Financial Consultants

Lumina Financial Consultants

Female owned and operated investment advisory firm.

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Lumina Financial Consultants

IRA

How Much Can I Contribute to My IRA in 2020?

How Much Can I Contribute to My IRA in 2020?

You can contribute to both a traditional IRA and a Roth IRA in 2020, but your total contributions can’t exceed certain annual limits.

Jean Schwarz November 27, 2019November 27, 2019 Commentary Read more

There’s Still Time to Contribute to an IRA for 2017

There’s still time to make a regular IRA contribution for 2017! You have until your tax return due date (not including extensions) to contribute up to $5,500 for 2017 ($6,500 if you were age 50 by December 31, 2017). For

Jean Schwarz March 15, 2018 Retirement Planning Read more
California
(415) 944-5040
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(914) 303-6325
Virginia
(703) 740-1128

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Lumina Financial Consultants, LLC only conducts business in jurisdictions where licensed, registered, or where an applicable registration exemption or exclusion exists. Information contained herein is not intended for persons in any jurisdiction where such distribution or use would be contrary to the laws or regulations of that jurisdiction, or which would subject Lumina Financial Consultants LLC to any unintended registration requirements. The information provided is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The types of securities and investment strategies mentioned may not be suitable for everyone. Each investor should evaluate investments and financial strategies based on his or her own particular situation. The information is not intended to provide tax, legal or investment advice. The information herein is developed by a third-party provider which we deem to be reliable; however, we cannot guarantee its accuracy. The information is subject to change at any time and without notice. © 2023 Lumina Financial Consultants