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efta-efta00239588DOJ Data Set 9

Message: 2019 Tax Planning Guide and Reminder on 2018 IRA Contributio, Casriel (EFTA00239588)

Financial Record

Message From: Casriel, Lyle Sent: 4/4/2019 10:46:36 PM To: 'G Max' CC: 'Borgerson Scott' II; Stackman, Scott I I; Tomkiewicz, Jessica Subject: 2019 Tax Planning Guide and Reminder on 2018 IRA Contributions Attachments: 2019 Tax Planning Guide.pdf Ghislaine, Attached is a copy of the 2019 Tax Planning Guide. Please also note the final deadline to make IRA contributions for 2018 is approaching on April 15th, 2019. The contribution limit for 2018 was $5,500.00 and the contribution limit for 2019 is $6,000.00. Please rely on your tax advisor for guidance as to whether or not you can or should fund your IRA, but please let us know if we can be of help to execute on any transfers. Best, Lyle Stickman I Casriel Group Barron's Top I00 Advisors Financial Times Top 400 Financial Advisors UBS Private Wealth Management Disclaimer Please vrm our websue at hap: financsalservietaincubs.com wealth Ronaddisclainterhiml for important disclosures and information about oar eonad

Date
Unknown
Source
DOJ Data Set 9
Reference
EFTA 00239588
Pages
1
Persons
0
Integrity
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