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Can I have both a Roth and a Trad IRA?


Guest mcq0306

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Guest mcq0306
Posted

I've got a traditional IRA that was established with money from a 403B account from a previous job. Can I contribute to it every year and to a roth IRA?

thx!

Posted

You can contribute to either a Roth or regular IRA or even both. However, your maximum annual contribution is for the combination of all IRAs in a specific year.

Guest mcq0306
Posted

thank you, are you saying that I can contribute $3000 maximum-not $3000 to both? (for 2002)

thanks again

Guest mcq0306
Posted

also, I'm over the limit to deduct the IRA contributions, does that make any difference in what I can contribute?

thx

Posted

Roth IRAs have an income limitation/phaseout that depends upon your marital status.

When you hit these ranges, you are in the Roth phaseout: Single 95-110k. Married filing jointly 150-160k. Married filing separately 0-10k.

Above these income levels, you can not contribute to a Roth.

Below these levels (assuming you have sufficient earned income) you can contribute the max amount.

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