REVIEW YOUR PORTFOLIO

At Encompass Wealth Advisors, we want to simplify your financial life. Here are your account access sources for your convenience.

If you haven’t received your username and password for these sites, please call us: Encompass Wealth Advisors at 971.371.3451.

Contributions & Deadlines

How much can I contribute?

The most you can contribute to all of your traditional and Roth IRAs is the smaller of:

  • Under age 50 $5,500. Age 50 & over, $6,500 if you’re age 50 or older by the end of the year; or
  • Your taxable compensation for the year

What is the deadline to make contributions?
Your tax return filing deadline (not including extensions). For example, you have until April 18, 2018 to make your 2017 contribution but please see IRS Publication 509,

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