How to Contribute to Both a Traditional IRA & a SIMPLE IRA

104 171
    • 1). Participate in your employer's SIMPLE plan. Enroll by contacting your company's human resources department or your supervisor. Contributions are by payroll deduction. Generally, your employer will match a portion of your contributions.

    • 2). Determine your annual income. Your ability to make tax-deductible contributions to a traditional IRA as well as a SIMPLE IRA depends on your W-2 income from all sources. Since you are covered by a retirement plan at work, your annual tax-deductible contribution limits are lower than if you had no SIMPLE plan at work. See the tables in IRS Publication 590 for eligibility.

    • 3). Open a traditional IRA account. You can do this at a bank, brokerage firm or other financial institution. You can open up more than one IRA account, as long as your total contributions do not exceed your overall IRA limit -- typically $5,000 per year, but the amount can vary based on your income.

    • 4). Make your contribution to your traditional IRA by giving a check or wiring money to the IRA custodian you selected.

Source...
Subscribe to our newsletter
Sign up here to get the latest news, updates and special offers delivered directly to your inbox.
You can unsubscribe at any time

Leave A Reply

Your email address will not be published.