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Question 1

Maximum Annual IRA Contribution

Answer 1

If you’re under 50, then $7,000 or 100% of earned income, whichever is greater.

If you’re over 50, then $8,000 or 100% of earned income, whichever is greater.

Applies for both Traditional and Roth

Question 2

Priority of Orders

Answer 2

1) Presale
2) Group
3) Designated
4) Member

If it’s a negotiated bond offering, then retail will come first.

Question 3

Manager’s Fee

Answer 3

Number of Shares x $ amount per share