1998 CLIENT YEAR END QUESTIONNAIRE-2025

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For 1998, there is generally an overall limit of $2,000 (for each taxpayer) that applies to contributions to traditional IRAs and Roth IRAs.
IRA Contribution Limits YearRegularTotal 1997 $2,000 $2,000 1996 $2,000 $2,000 1995 $2,000 $2,000 1994 $2,000 $2,00042 more rows
A client onboarding questionnaire gathers key business intelligence from new clients, including their requirements, success metrics, key stakeholders, and goals. This helps you create aligned expectations, a needs-focused action plan, and a single source of truth to point back to throughout the customer relationship.
If you are not married filing jointly, your limit on contributions to traditional and Roth IRAs is the smaller of $2,000 or your taxable compensation (see below). If you are married filing jointly, your contribution limit is generally $2,000 (and your spouses contribution limit is $2,000 as well).
For 1998, there is generally an overall limit of $2,000 (for each taxpayer) that applies to contributions to traditional IRAs and Roth IRAs. However, the amount of the contributions is also subject to the taxable compensation limit (defined below).
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