Google Slide Deck available here by clicking this link.


Video webinar about retirement account funding from 2021, most items still apply, please refer to the google slide link above for updated tax year contribution limit links.


Have an existing IRA or Roth IRA with SAS Financial Advisors?

1. Contact your advisor to let them know how much you would like to contribute for either the most recent or current tax year.

2. If you don't have any accounts linked to fund your IRA, here is a Link to TD Ameritrade Move Money Form to establish banking instructions to fund your account, complete section 6, sign, and send to your advisor team.

3. Email your advisor team with the amount and date of your contribution.

4. Let your advisor know if you'd like to set up regular, even, monthly contributions to your IRA or Roth IRA.


Need to open an IRA or Roth IRA?

1. Link to TD Ameritrade Account Application to complete, sign, and send back to your advisor team.