2017 IRA Contribution Instructions


If you need to make a deposit into your Traditional IRA or Roth IRA account, Schwab will be accepting deposits up until April 17th. That means the check needs to be postmarked on or before April 17th to count as a 2017 contribution.

The maximum total annual contribution for all your IRAs combined in 2017 is:

$5,500 if you’re under age 50
$6,500 if you’re age 50 or older

Check Deposit Instructions

Make Check Payable to;
Charles Schwab & Co., Inc.
Schwab Mailing Address;
Regular Mail
Charles Schwab & Co., Inc.
P.O. Box 628290
Orlando, FL 32862-8290
Phone Number: 877-774-3892

Overnight Mail
Charles Schwab & Co., Inc.
1958 Summit Park Drive #500
Orlando, FL 32810-5931
Phone Number: 877-774-3892

Important- Please include your Schwab account number in the Memo line of the check and the write the “Year 2017”. If you do not have your account number handy, please give me a call and will give it to you.

For those of you with electronic links established between your bank account and Schwab, contributions can be made that way as well.

If you do not have an IRA account with us, what are you waiting for? Check out our investment management page for more information.  Give me a shout, we can still set one up for you!

Joe, Jr.

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Start the conversation about your financial future and schedule your 30 minute complimentary consultation. You can reach us directly at 631-714-6044, click to schedule a meeting.

About the Author: Joseph Carbone, Jr.

Joe jr standing up 151 x 100

Joseph A. Carbone, Jr., is a wealth advisor and partner of Focus Planning Group. Joseph is an accomplished wealth advisor with extensive experience in portfolio management/research, financial planning, employee benefits, client relationship management, and insurance design. Joseph holds a bachelor’s degree in finance from Dowling College and obtained the Certified Financial Planner™, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist℠ Designations.
You can contact Joseph via email or social media;

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