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Spousal IRA's


Guest Donna Henderson

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Guest Donna Henderson
Posted

Are contributions allowed to an IRA for a spouse (non-working, non income producing) when the the husband works for a company who offers a 401(k) plan and max's himself.

Posted

Yes, as long as (a) you file a joint return and (B) your adjusted gross income is less than $150,000.

Take a look at IRS Publication 590 for more information. It's available on the IRS' website.

Posted

Actually, the contribution is allowed regardless of the income. The only limiting factor is that the spouse cannot be 70½ or older in the year of the contribution.

The contribution for the spouse is fully DEDUCTIBLE if income is under $150K.

Barry

Barry Picker, CPA/PFS, CFP

New York, NY

www.BPickerCPA.com

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