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DHG Wealth Advisors Podcast Episode 05: New Limits and Contributing to IRAs

Dave Koppenheffer, CFP® posted on 1/22/2019 5:47:00 PM
DHG Wealth Advisors Podcast Episode 05: New Limits and Contributing to IRAs

It's not too late!  On this month's show, we are joined by Will Boyd, CPA with DHG, to discuss the key considerations for making 2018 IRA contributions before the April 15th deadline. We play the first edition of the "Ask a DHG CPA" game. And we highlight the IRS's latest increase in retirement plan contribution limits for 2019. 

 

Attachments

  1. RetirementPlanLimitsTranscript.pdf 1/22/2019 5:23:17 PM

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About the Author

Dave Koppenheffer is a graduate of Barton College and joined DHG Wealth Advisors in Greenville, SC as an Associate Advisor in 2016. He began his career as a writer and analyst for The Motley Fool. Dave specialized in financials with a focus on income investing, insurance companies, and Real Estate Investment Trusts.