EFTA00239588.pdf

Message From: Casriel, Lyle Sent: 4/4/2019 10:46:36 PM To: 'G Max' CC: 'Borgerson Scott' II; Stackman, Scott I I; Tomkiewicz, Jessica Subject: 2019 Tax Planning Guide and Reminder on 2018 IRA Contributions Attachments: 2019 Tax Planning Guide.pdf Ghislaine, Attached is a copy of the 2019 Tax Planning Guide. Please also note the final deadline to make IRA contributions for 2018 is approaching on April 15th, 2019. The contribution limit for 2018 was $5,500.00 and the contribution limit for 2019 is $6,000.00. Please rely on your tax advisor for guidance as to whether or not you can or should fund your IRA, but please let us know if we can be of help to execute on any transfers. Best, Lyle Stickman I Casriel Group Barron's Top I00 Advisors Financial Times Top 400 Financial Advisors UBS Private Wealth Management Disclaimer Please vrm our websue at hap: financsalservietaincubs.com wealth Ronaddisclainterhimlfor important disclosures and information about oar eonad policies. For your protection. please do not mintmit orders or intim:tons by c-mad or include account numbers. Social Security numbers. credit card numbers. pat swords. or other personal information. VHS requurs that any orders sent by email be verbally confirmed orders sent by email alone will not be execiaol The Elio-mown contained herein has been obtainedfrom SCAffeet Iseliewd to be tvliable. we cannot guarantee. as accuracy or completeness neither the information nor any opinion expressed constitutes a solicitationfar the purchase or sale grotty security. Tha information a being provided as a service ((your Financia1.14Asnor and does not supersede or 'septa,-e your monthly ray Financial Services Inc. customer statement. Please be advised that information pertaining to trades of ay securities is not an official trunsactton confirmation. The official confirmation of any IMIMICI eon will be sent to win based on your delivery preferences. UBS e-Delivery: easy. efficient. ecosmart. Secure. CONFIDENTIAL UBSTERRAMAR00004281 EFTA00239588