Can I make a Roth IRA Contribution?

July 20, 2020

One of the most asked questions we answer is: “Can I make a Roth IRA Contribution?” To help answer that question, we thought you might enjoy this fun and an easy flow chart.

Download the flowchart here.

Every situation is different, so it’s our hope that this will help you answer the question as to whether or not you are eligible to make a Roth IRA contribution. As always, if you have any questions, please contact our office.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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