The SEI Wealth Platform
SM
IRA Dashboard is an excellent tool to assist you in identifying which clients have or have not
maximized their contributions for a given tax year. Go to the IRA Compliance Dashboard and select "Contributions."
From here, you can filter the tax year:
A list of clients will populate with information, including their contribution status for that year, as well as the
contribution limit:
The above can be done for the 2022 tax year as well. You may suggest to clients that they contribute for 2022 also.
There's no reason to wait a year to get ahead.
Call to action:
1. Review your contribution dashboard.
2. Call your clients to remind them of the benefits of
maximizing their retirement plan contributions.
3. Make sure 2021 contributions are made by April 18, 2022.
4. With the checkbook open, why not make the 2022 IRA
contribution as well.
