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.
  • You can edit or update your Annual Deposit Limit by doing the following: 
    • Choose Plan from middle menu options
    • Choose the Retirement Milestone 
    • Click Edit
    • Click IRAs
    • Choose the Annual Deposit Limit
    • Enter Amount
    • Click Next 

If you have multiple IRA accounts this will need to be done for each IRA. 

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