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2020 Contribution Love Thumbnail

2020 Contribution Love

We have made it into 2021, and we are well on our way to spring and closer to April 15th (Tax Day).  Even though we have said goodbye to 2020 (and some of us said good riddance) you still have some time before 2020 closes the door for good.  

You can still contribute to your retirement plan for 2020 until Tax Day.  If you live in Texas and were victims of the 2021 winter storms, the IRS has extended the date until June 15th, as well as extending your date to contribute to that same date.

There are limits on how much you can contribute to one tax year, so if you feel like you may be close give us a call and we can help you know how much you have left.

If you are interested in giving your 2020 tax year a little more contribution love, be sure to indicate on your payments which year those contributions are to be added onto.   

Tax Documents for 2020 are still rolling in, be sure to contact us if you have not received yours and we will give you an update on when you might expect them.  As always, please do not hesitate to reach out and let us know if you have any questions.  We are in this together and love partnering with you.


Zach Bromley


Shane Adkins

Partner | Financial Advisor

Jay Cole


Kelly Behl


Rachel Carter