IRAutomation: Can I edit or update my Annual Deposit Limits for my IRAs?

Yes, you absolutely can! 

  • When you create a new IRA, you will have a step to set that IRA’s Annual Deposit Limit.
  • If you already have the IRA on WiseBanyan, you can see the current Annual Deposit Limits set here.
  • You can edit or update your Annual Deposit Limits here or by going to Tax Protection > IRAutomation > click “Edit” > click “Annual Deposit Limit”

 

 

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