Schedule your annual meeting

On-going Investment Management clients: schedule our next annual meeting below. We recommend you schedule either …

  • … in November or early December for end-of-year considerations and for clients that need to make backdoor Roth IRA contributions (single gross income > $135 K and married couples gross income > $225 K), or
  • early in the year before you file your taxes (Feb or March) to make prior year Roth IRA or HSA contributions or ask tax questions, or
  • during your open enrollment at work if you’ll have benefits elections questions.