Can I fund an IRA? The Ultimate Guide to IRA funding (including Roth and Non-Deductible IRAs).
Автор: Chris Dime, CFP® - Dime & Associates
Загружено: 2023-04-14
Просмотров: 2459
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In this video we breakdown whether someone can or cannot fully and/or partially fund a deductible or non-deductible Traditional IRA and/or a Roth IRA. This includes covering what non-earning spouses are permitted to do as well.
00:00 - Intro
01:18 - Who is eligible to fund IRAs?
02:32 - Maximum Funding
04:12 - Income Limits
05:25 - Roth IRA Income Limits/Ranges
07:05 - Pre-Tax Traditional IRA Income Limits/Ranges
10:10 - Non-Deductible Traditional IRAs
13:28 - Do rollovers/conversions count as contributions?
13:48 - Calls to Action
IRA Contribution Limits = https://www.irs.gov/retirement-plans/...
IRS Worksheet & Publication = https://www.irs.gov/publications/p590a
Form 8608 = https://www.irs.gov/forms-pubs/about-...
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