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How to Properly Make an IRA Retirement Account Contribution

Continually Fill Your IRA Piggy-Bank With Properly Scheduled IRA Contributions

IRA Retirement contribution

Making contributions to your IRA is easy. Simply send us a check along with your IRA contribution form.

Limits differ between Traditional & Roth plans

Keep in mind that if you have a Roth or Traditional IRA, you may only contribute up to $5,000 per year to your account. If you are over the age of 50, you may contribute an additional $1,000 per year for a total of $6,000. If you would like to wire your contribution, please fax or email the proper forms ahead of time and call our office for wiring instructions.

IRS Contribution limits on individual retirement plans is a little complicated. To learn more, you may visit www.irs.gov.

If you have any questions about contributions limits, then please refer to the IRS website or if you need investment or financial advice or to speak to a CPA or tax professional.

Terry White

About Terry White

I started my business career after getting my degree in Accounting from the University of New Mexico in 1983. My first job was as a controller for a local title company, and in 1987 I started First Financial Escrow, Inc. Over the years I played a part in several startup companies including First Financial Equities, Inc., First Financial Trust, Inc., First Financial Marketing, Inc. and Asset Ventures, Inc. In 1997 First Financial Escrow, Inc. was able to purchase the escrow accounts from Sunwest Bank and changed its name to Sunwest Escrow. As the market changes, Sunwest has grown and changed along with it. Besides my wife, Sheila, we have three boys, two daughters-in-law, one grandson, another grandson on the way and a future daughter-in-law. Sunwest is my passion, and I enjoy coming to work every day to see what will happen next. I enjoy fly fishing, spending time in Colorado, biking and watching my boys play soccer.