Google
 

Spousal Roth Ira


What Is An Ira

Retirement Income

Investing In Roth IRAs

Roth Iras-Contributing

Spousal Roth Ira

Adjusted Gross Income

Roth 401k Plans

Roth 401k Rules

Roth 401k Rollover

Itemized Deduction Phase Out

Retirement Financial Planning

Roth Iras-You And Your Spouse

This Ira (Spousal Ira) really applies only to married couples who file a joint income tax return. For those married couples who file separate returns, the phase out begins at $0 which makes it impossible to contribute the yearly maximum allowed.

To qualify for a full contribution to a Roth Ira your allowed joint income must be $156,000 or less. The working spouse may contribute fully to their spouses Roth Ira and to their own. Even if one spouse has little or no income you will be treate as though you have for the purposes of the Roth Ira.

 

It is not a necessity that the money come from the working spouse, it can come from an inheritance or other income. The source, in this instance doesn't matter.

Roth Ira Contributions