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Entries in IRA Contributions (3)


Form 5498, IRA Contribution Information

If you’ve received Form 5498 from your custodian and you’re confused as to why you’re receiving tax information nearly two months after you have filed, Ben Crowe, CFP®, CFA, C.P.A. provides his insight.


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2011 IRA Contribution Limits

There are several qualifications to make a contribution to either a Roth or a Traditional IRA. The first is that you must have earned income. Whether married filing jointly, or a single individual, there are income and contribution limits for both types of IRAs. For more information about the 2011 IRA contribution limits and laws regarding them, read this Financial Strategy.


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Investment Companies—Open End vs. Closed End

For most, saving for retirement is a critical step to secure your financial future. One of the easiest ways to save is by using an IRA, because you only need earned income to qualify. For information regarding the income limits and deductibility of contributions for Traditional and Roth IRAs, read this Investment Whys.


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