Roth IRA Deadline Extension for 2019

Due to the IRS tax deadline extension in response to the COVID-19 pandemic, you can now make 2019 tax year contributions to your IRA/Roth IRA until July 15, 2020.

Roth IRA Deadline Extension is one of our most important announcements for IRA and 401k Investors.

Please contact your tax advisor with questions or concerns about your 2019 IRA/Roth IRA contributions. Or, if you want to set up a new Roth IRA account and fund it for 2019, watch our little video to see how to set up your Roth IRA in 10 minutes at BayRock.

No Fees for 90 Days, its our way of helping IRA and 401k Investors manage the risk and opportunity of everyday life, recover from the unexpected, and realize their highest purpose.

Roth IRA Deadline Extension until July 15, 2020. Don’t delay, here are the instructions for setting up your new accounts at BayRock Financial/Charles Schwab:

New Account Set Up Link

You’ll need this Program Key: XZY1

I set up a Roth IRA for myself using my iPad and it took less than 5 minutes to complete the entire process.

Roth IRA Deadline moved from April 15 to July 15!

Here’s the link will take you to the Get Started. You will also want to jump into the App Store to grab Charles Schwab’s awesome mobile app so that you can easily make deposits into your new account.

If you get stuck, feel free to call me on me at 832–895–1700 or send an email to [email protected].

Once you’re done setting up your new account, you can either send a check directly to Charles Schwab or have the funds transferred from your bank, brokerage account, or custodian.

I’ll help you get your account funded AFTER YOU GET YOUR NEW ACCOUNT SET UP.

Just start with this link and be sure to use Program Code XZY1

I’ll be notified as soon as you have your new account number(s).

Thanks for your trust – and your business. And don’t forget, in response to the Coronavirus Crisis, BayRock has recently made an important public announcement:

Covid-19 Special Offer – No Fees for 90 Days.

• $500 Plan Set up fee – waived
• Monthly Subscription Fee for Financial Planning – waived for 90 days.
• Investment Management Fees – waived for 90 days.

Subscribe to our Covid Wealthcare Playlist on YouTube for more updates.