Page 98 - Khabar Magazine (February 2020)

Moneywise

*You aren’t eligible to participate in a workplace publisher is not engaged in rendering legal, accounting, or other
retirement plan, but your spouse is eligible and your professional services. If assistance is needed, the reader is advised
combined 2019 gross income is $193,000 or less. to engage the services of a competent professional. This informa-
4
tion should not be construed as investment, tax, or legal advice
This material was prepared by MarketingPro, Inc., and does and may not be relied on for the purpose of avoiding any Federal
not necessarily represent the views of the presenting party, nor tax penalty. This is neither a solicitation nor recommendation to
their affiliates. This information has been derived from sources purchase or sell any investment or insurance product or service,
believed to be accurate; however, we make no representation as to and should not be relied upon as such. All indices are unmanaged
its completeness or accuracy. Please note: investing involves risk, and are not illustrative of any particular investment.
and past performance is no guarantee of future results. The

Citations.
1. irs.gov/retirement-plans/ira-year-end-reminders [11/08/2019]
2. irs.gov/retirement-plans/traditional-and-roth-iras [12/04/2019]
3. irs.gov/retirement-plans/plan-participant-employee/retirement-topics-ira-contribution-limits [12/04/2019]
4. irs.gov/retirement-plans/amount-of-roth-ira-contributions-that-you-can-make-for-2019 [11/18/2019]
5. irs.gov/retirement-plans/plan-participant-employee/amount-of-roth-ira-contributions-that-you-can-make-for-2020 [11/08/2019]
6. irs.gov/retirement-plans/plan-participant-employee/retirement-topics-required-minimum-distributions-rmds [10/25/2019]

Moneywise is hosted by Rajesh Jyotishi with Shalin Financial Services, Inc. Rajesh Jyotishi is a registered representative of Dempsey
Lord Smith, LLC, which is a registered broker-dealer and a member of FINRA/SIPC. Advisory Services are offered through Dempsey
Lord Smith, LLC. Rajesh has been a resident of Atlanta since 1975 and in the financial services industry since 1991. For questions,
he can be reached at 770-884-8175 or RJ@shalinfinancial.com.

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94 • FEBRUARY• 2020 KHABAR MAGAZINE