Levi Sanchez

Personal Finance, Retirement, Lifestage Based Planning
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“As the co-founder of Millennial Wealth, Levi Sanchez primarily works with young professionals in the tech industry, assisting with student loan repayment strategies, tax planning, employee benefits optimization, and cash flow/debt management.”
Firm:

Millennial Wealth

Job Title:

Co-Founder

Biography:

Levi Sanchez worked in the Wealth Management industry for 3 years at Merrill Lynch as a junior adviser for a team managing nearly half a billion in personal assets. In May of 2017, he decided to depart the wirehouse world and begin his journey to launching an RIA focused on young professionals, whose financial futures can be shaped now. Having control over his own fee structure and marketing techniques would allow Levi to pursue his goal of helping his generation solve their financial problems and build a better future.

The lack of financial education throughout all generations has always been a weakness in our educational system. Making matters worse, the industry caters to individuals with significant wealth over people with little assets in comparison. The end result, on average, young adults don’t establish healthy saving, investing, and debt management habits. Even though that’s the best possible time for these habits to be learned. Therefore, Levi decided to leave the business and start the journey towards launching Millennial Wealth and tackling his goal of educating, investing, and planning for his peer’s futures.

Levi grew up in Eastern Washington and attended Washington State University. He's always had a passion for investing and learning about money. In his free time, he enjoys playing golf, basketball and watching the latest shows on Netflix.

Fee Structure:

Monthly
Asset-Based

CRD Number:

6342619

Disclaimer:

Millennial Wealth is an Investment Adviser registered with the State of Washington. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. We do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. The information provided is subject to change without notice.

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Has my contribution limit reset since I've transferred my Roth IRA to a different account?

The quick answer is no. The contribution limit does not reset for 2017. You are only allowed to contribute a maximum of $5500 across ALL your Roth IRA and IRA accounts. If you're unsure what you've contributed in 2017, just give American Funds a call and they should be able to find that information for you. Typically, monthly statements also provide that information. 

You have until the tax filing deadline for 2017 (April 17th), to make contributions to your Roth. However, if you have already maxed it out, you are eligible to make contributions towards your 2018 limit. 

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