2021 IRA and 401k Contribution Limits
401k Contributions • 2021 limit is $19,500 • Catch-up contribution if age 50 or older $6,500 IRA Contributions • Roth: Contribution limit $6,000 • Traditional: Contribution limit $6,000 • Catch-up: Contribution if age 50 or older $1,000 Traditional IRA Deductibility Single filers covered by employer plan MAGI Range: $66,000 – $76,000 Married couples filing jointly, […]
Social Security…And When to Collect?
When planning for retirement, identifying the sources of income that may be available to you in retirement, as well as a strategy for how you wish to draw from those resources is, we believe, critical to a secure and comfortable retirement. While some may generate income from the wealth they’ve accumulated in their 401k plans, […]
Karen Secrist
Karen Secrist joined WealthStone Financial as our Client Relations Specialist in August, 2016. As a passionate life-long learner, after raising her two sons, she returned to school to earn a degree in Accounting. As our Client Relations Specialist, Karen’s responsibilities include hospitality, client communication, scheduling, and administrative support. Karen enjoys spending time with family, especially […]
Ericka Van Hook
Ericka Van Hook has been with WealthStone for 20 years. Her responsibilities include the processing, follow-up and completion of all paperwork, answering client questions and keeping the office updated with compliance/industry requirements. Her dedication, unparalleled work ethic and commitment to excellence set her apart. She frequently is praised by our clients for her outstanding service. […]
Mollie Marti
Mollie Marti has served as Director of Operations since 2003. A native of Iowa, Mollie graduated first in her class from Loras College and with high distinction from the Iowa College of Law. After practicing law and clerking for a federal judge for several years, Mollie returned to the University of Iowa for a Ph.D. […]
Monte Marti
Firm president, Monte S. Marti, has helped clients take control of their financial futures for two decades. He specializes in asset allocation analysis, diversification, and risk management. A former commodities trader and an award-winning agent with The MONY Group, Monte is a Registered Representative with Securities America, Inc. and a Financial Advisor for Securities America […]
Five Tips For Keeping Your Financial Resolutions
With the New Year approaching, take time to make a list of your financial resolutions. Financial resolutions can be especially difficult to stick with because, like eating and exercising, our spending, saving and investing habits tend to be tied to our emotions more than our logic. Here are five tips for keeping your financial resolutions: […]
2019 IRA and 401k Contribution Limits
401k Contributions • 2019 limit is $19,000 • Catch-up contribution is $6,000 IRA Contributions • Roth: Contribution limit $6,000 • Traditional: Contribution limit $6,000 • Catch-up: Stayed the same at $1,000 Traditional IRA Deductibility Single filers covered by employer plan MAGI Range: $64,000 – $74,000 Married couples filing jointly, contributor covered by employer plan MAGI […]
