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 Learning & Planning
 Mutual Fund Basics
 Asset Allocation
 Investing for College
 
 Traditional vs. Roth IRAs
 Traditional IRA: Can I Contribute?
 Traditional IRA: How Can I Withdraw?
 Roth IRA: Can I Contribute?
 Roth IRA: How Can I Withdraw?
 401(k) Rollover
 

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.

 






You should consider the Domini Funds' investment objectives, risks, charges and expenses carefully before investing. View or order a copy of the Funds' current prospectus for more complete information on these and other topics. Please read the prospectus carefully before investing or sending money.

For more information about the Domini Funds or to speak with a shareholder representative, call 1-800-762-6814. DSIL Investment Services LLC, Distributor.

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