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IRA Contribution

2017 & 2018

A contribution is money that an IRA account holder (and/or their employer, in the case of an employer-sponsored plan) puts into their IRA. Each plan type has an annual contribution limit and a date by which the contribution must be made; in addition to certain requirements that must be met in order to contribute.

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Traditional IRA Contribution

Your Traditional IRA contributions may be tax-deductible. The deduction may be limited if you or your spouse is covered by a retirement plan at work, and your income exceeds certain levels.

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Roth IRA Contribution

Roth IRAs must be established by the tax filing deadline (without extensions) for the tax year to which your qualifying contribution(s) will apply. Applications postmarked by this date (2017 is 4/17/2018) will be accepted.

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SEP IRA Contribution

Deadline to open a SEP IRA: Extended due date of return
Deadline to contribute to a SEP IRA: Extended due date of return

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SIMPLE IRA Contribution

Open Deadline: Oct 1st of current year. Employee Fund Deadline: Defer from last paycheck or Dec 31. Employer Fund Deadline: Extended due date of return.

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Solo 401(k) Contribution

The business owner wears two hats in a 401(k) plan: employee and employer. Contributions can be made to the plan in both capacities.

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HSA Contribution

Open Deadline: April 15 of next year, no extension.
Fund Deadline: April 15 of next year, no extension.

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Coverdell ESA Contribution

The total contributions for the beneficiary of this account cannot be more than $2,000 in any year, no matter how many accounts have been established. Any individual (including the designated beneficiary) can contribute to a Coverdell ESA if the individual's MAGI for the year is less than $110,000. For individuals filing joint returns, that amount is $220,000.

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