If you invest through an IRA, make sure you get the maximum benefit. The
deadline to maximize your IRA contribution for the 2009 tax year is April 15, 2010.
The table below shows the maximum allowable contributions for the 2009
and 2010 tax years. You may invest a lump sum or set up an Automatic Investment
Plan to contribute on a regular basis.
|
|
2009
|
2010
|
|
|
Maximum Annual
Contribution
|
Maximum Annual
Contribution
|
Monthly
Contribution
|
|
Under 50
|
$5,000
|
$5,000
|
$416.67
|
|
Age 50 and over
|
$6,000
|
$6,000
|
$500.00
|
Contribute to your IRA today:
Fill out an investment slip or
use the slip attached to your last account statement, and mail it to us with
your contribution.
Make a transaction
today through online account access.
To open an IRA
Account with Domini, visit our Open an Account section.
Learn more: Visit Investing for Retirement
to learn more about IRAs.
Your
personal financial situation may differ, or present exceptions to some of the
rules outlined here. You may wish to consult a financial advisor. You may also
want to read IRS Publication 590 “Individual
Retirement Arrangements (IRAs)” (PDF) available at www.irs.gov or by
calling the IRS at 1-800-TAX-FORM (1-800-829-3676). All examples provided are
for illustrative purposes only.
Past
performance is no guarantee of future results.
Investment return, principal value, and yield will fluctuate so that an
investor’s shares when redeemed may be worth more or less than their original
cost. You may lose money. DSIL
Investment Services LLC, Distributor. 03/10.