2011 MAGI Limits – Single or Head of Household
Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately, who did not live with his or her spouse during the tax year, is considered Single and will use the...
View Article2011 MAGI Limits for IRAs – Married Filing Jointly or Qualifying Widow(er)
Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately, who did not live with his or her spouse during the tax year, is considered Single and will use the...
View Article2011 IRA MAGI Limits – Married Filing Separately
Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately, who did not live with his or her spouse during the tax year, is considered Single and will use the...
View ArticleThe 2010 Qualified Charitable Distribution
Many of you who took advantage of the Qualified Charitable Distribution (QCD) in 2009 were hoping that you could do this again for tax year 2010 – and if you waited, you were in luck. With the passage...
View ArticleHow Taxation of Social Security Benefits Works
You probably are aware that a portion of your Social Security retirement benefit may be taxable. Do you know how the tax is calculated? Or how the taxable portion of your benefit is determined? Image...
View Article2012 IRA MAGI Limits – Married Filing Separately
Image by drcw via Flickr Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately, who did not live with his or her spouse during the tax year, is considered...
View Article2012 MAGI Limits – Single or Head of Household
Image by Getty Images via @daylife Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately who did not live with his or her spouse during the tax year, is...
View Article2012 MAGI Limits for IRAs – Married Filing Jointly or Qualifying Widow(er)
Image by versal.at via Flickr Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately, who did not live with his or her spouse during the tax year, is considered...
View ArticleDetermining Your MAGI
There are income limits for contributing to an IRA (traditional and Roth), and below are links by filing status to illustrate the income limits in the situation where you are or are not covered by an...
View Article2013 MAGI Limits for IRAs – Married Filing Jointly or Qualifying Widow(er)
Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately, who did not live with his or her spouse during the tax year, is considered Single and will use the...
View ArticleDetermining Your MAGI
Image by Nikola~Chikos via Flickr Note: this post has been updated. See the 2013 version at this link. There are income limits for contributing to an IRA (traditional and Roth), and below are links...
View Article2014 MAGI Limits – Single or Head of Household
David Lee Roth IRA ruins my perfect shot (Photo credit: nickfarr) Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately who did not live with his or her spouse...
View Article2014 MAGI Limits for IRAs – Married Filing Jointly or Qualifying Widow(er)
rendered universal joint animation. (Photo credit: Wikipedia) Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately, who did not live with his or her spouse...
View Article2014 IRA MAGI Limits – Married Filing Separately
Separated Strawberry (Photo credit: bthomso) Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately, who did not live with his or her spouse during the tax year,...
View Article2015 MAGI Limits – Single or Head of Household
Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately who did not live with his or her spouse during the tax year, is considered Single and will use the...
View Article2015 MAGI Limits for IRAs – Married Filing Jointly or Qualifying Widow(er)
Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately, who did not live with his or her spouse during the tax year, is considered Single and will use the...
View Article2015 IRA MAGI Limits – Married Filing Separately
Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately, who did not live with his or her spouse during the tax year, is considered Single and will use the...
View ArticleHow Taxation of Social Security Benefits Works
You probably are aware that a portion of your Social Security retirement benefit may be taxable. Do you know how the tax is calculated? Or how the taxable portion of your benefit is determined? The...
View Article2012 MAGI Limits – Single or Head of Household
Note: for the purposes of IRA MAGI qualification, a person filing as Married Filing Separately who did not live with his or her spouse during the tax year, is considered Single and will use the...
View Article11 Ways You Can Fund Your Roth IRA
With due regards to Natalie Choate for initially putting together this list, below are the currently-legal methods for funding a Roth IRA account: Contributions from compensation income. These are your...
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