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What is the penalty for contributing too much to a Roth IRA


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Guest Bobclp
Posted

Client opened 2 different Roth IRAs and put $2,000 in each. Is there a penalty? What does he need to do?

Posted

The penalty is 6% of the excess, if not removed by 10/15 of the following year.

Barry Picker, CPA/PFS, CFP

New York, NY

www.BPickerCPA.com

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