Traditional & Roth IRA Eligibility

Traditional IRA

Roth IRA

Eligibility Requirements
  • Earned income
  • Younger than age 70 1/2
  • Earned income
  • Subject to MAGI limits
Possible Contribution Types
  • Regular/spousal
  • Rollover
  • Transfer
  • Simplified Employee Pension (SEP)
  • Recharacterization
  • Regular/spousal
  • Rollover
  • Transfer
  • Conversion
  • Recharacterization