Roth IRA Deadline Extension 2019

Roth IRA Deadline Extended

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Roth IRA Deadline Extension for 2019

Due to the IRS tax deadline extension in response to the COVID-19 pandemic, you can now make 2019 tax year contributions to your IRA/Roth IRA until July 15, 2020.

Roth IRA Deadline Extension is one of our most important announcements for IRA and 401k Investors.

Please contact your tax advisor with questions or concerns about your 2019 IRA/Roth IRA contributions. Or, if you want to set up a new Roth IRA account and fund it for 2019, watch our little video to see how to set up your Roth IRA in 10 minutes at BayRock.

No Fees for 90 Days, its our way of helping IRA and 401k Investors manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.

Roth IRA Deadline Extension until July 15, 2020. Don’t delay, here are the instructions for setting up your new accounts at BayRock Financial/Charles Schwab:

New Account Set Up Link

You’ll need this Program Key: XZY1

I set up a Roth IRA for myself using my iPad and it took less than 5 minutes to complete the entire process.

Roth IRA Deadline moved from April 15 to July 15!

Here’s the link will take you to the Get Started. You will also want to jump into the App Store to grab Charles Schwab’s awesome mobile app so that you can easily make deposits into your new account.

If you get stuck, feel free to call me on me at 832–895–1700 or send an email to [email protected].

Once you’re done setting up your new account, you can either send a check directly to Charles Schwab or have the funds transferred from your bank, brokerage account, or custodian.

I’ll help you get your account funded AFTER YOU GET YOUR NEW ACCOUNT SET UP.

Just start with this link and be sure to use Program Code XZY1

I’ll be notified as soon as you have your new account number(s).

Thanks for your trust – and your business. And don’t forget, in response to the Coronavirus Crisis, BayRock has recently made an important public announcement:

Covid-19 Special Offer – No Fees for 90 Days.

  • $500 Plan Set up fee – waived
  • Monthly Subscription Fee for Financial Planning – waived for 90 days.
  • Investment Management Fees – waived for 90 days.

Subscribe to our Covid Wealthcare Playlist on YouTube for more updates.

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IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. BayRock Financial, L.L.C. cannot assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).