2018 Roth IRA Conversion Eligibility
| Year | Eligibility |
|---|---|
| 2018 | Anyone Can |
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2018 SEP IRA Contribution Levels
Here's what can be contributed to a SEP IRA:
| Year | Status | Maximum Contribution |
|---|---|---|
| 2018 | W-2 Income | Up to 25% of compensation, but no more than $55,000. |
| 2018 | Self Employed | Generally up to 20%, but no more than $55,000. |
2018 Single Life Expectancy Table
Designated beneficiaries use this Single Life Expectancy Table based on their age in the year after the IRA owner's death. That factor is reduced by one for each succeeding distribution year. Spouse beneficiaries who do not elect to roll the IRA over or treat it as their own also use the single life table, but they can look up their age each year.
2018 IRA Contribution Levels
| Year | Under age 50 | Age 50+ |
|---|---|---|
| 2018 | $5,500 | $6,500 |
2018 Traditional IRA Deductions
If you are covered by a retirement plan at work, use this IRS table to determine if you can deduct...
View this table
2018 Roth IRA Eligibility
| If your filing status is... | And your modified AGI is... | Then you can contribute... |
|---|---|---|
| married filing jointly or qualifying widow(er) | < $189,000 | up to the limit |
> $189,000 but < $199,000 | a reduced amount | |
> $199,000 | zero | |
| married filing separately and you lived with your spouse at any time during the year | < $10,000 | a reduced amount |
> $10,000 | zero | |
| single, head of household, or married filing separately and you did not live with your spouse at any time during the year | < $120,000 | up to the limit |
> $120,000 but < $135,000 | a reduced amount | |
> $135,000 | zero |
2017 Roth IRA Conversion Eligibility
| Year | Eligibility |
|---|---|
| 2017 | Anyone Can |
2017 Roth IRA Eligibility
| If your filing status is... | And your modified AGI is... | Then you can contribute... |
|---|---|---|
| married filing jointly or qualifying widow(er) |
< $186,000 |
up to the limit |
|
> $186,000 but < $196,000 |
a reduced amount |
|
|
> $196,000 |
zero |
|
| married filing separately and you lived with your spouse at any time during the year |
< $10,000 |
a reduced amount |
|
> $10,000 |
zero |
|
| single, head of household, or married filing separately and you did not live with your spouse at any time during the year |
< $118,000 |
up to the limit |
|
> $118,000 but < $133,000 |
a reduced amount |
|
|
> $133,000 |
zero |
2017 Traditional IRA Deductions
If you are covered by a retirement plan at work, use this IRS table to determine if you can deduct...
View this table
2017 IRA Contribution Levels
| Year | Under age 50 | Age 50+ |
|---|---|---|
| 2017 | $5,500 | $6,500 |