Wednesday, March 2, 2016

IRA Contribution thoughts

Understand that there are two different kinds of IRAs - Traditional IRA and Roth IRA.  In a Traditional IRA, you contribute pre-tax dollars.  You will pay taxes on it when the money is withdrawn.  You will also be able to reduce your taxable income on your taxes by contributing to a Traditional IRA.

A Roth IRA is just about the opposite.  You are taxed on the money going in, so you contribute post-tax dollars.  This will not reduce your taxable income by contributing to a Roth IRA.  One of the attractive features of a Roth IRA is that you do not need to pay taxes going out.  The money is all yours.

The IRA contribution limits for both 2015 and 2016 is $5,500.  If you are over the age of 50, you are permitted to contribute $1,000 more as a catch up.  Remember that this limit is per person and it is total for the year, not per IRA if you have 2 or more.  The limit also changes if your Adjusted Gross Income is more than $116,000 for single filers or $183,000 for married filers.  The limits go up to $117,000 and $184,000 for 2016.

Self employed people have a few more choices.  They can contribute to SEP IRAs or Simple IRAs.  The good news is that the Simple IRA has a contribution limit of $12,500 for 2015 and 2016.  The SEP IRAs let you contribute the lesser of $53,000 or 25% of your compensation or profit from your self employed business.

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