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When were you born?
MM DD YYYY

Why is this important?

Your age is used to determine whether you are age-eligible for a catch-up contribution.

Are you an active participant in an employer-sponsored retirement plan?

Why is this important?

Participation by you and/or your spouse in an employer-sponsored retirement plan may affect deductibility of Traditional IRA contributions, depending upon your income tax filing status and modified adjusted gross income (MAGI).
Your tax filing status

Why is this important?

In certain cases, contribution limits and deductibility are affected by your federal income tax filing status.
Your spouse's date of birth
MM DD YYYY

Why is this important?

Your spouse's age is used to determine whether he or she is age-eligible for a catch-up contribution.
Is your spouse an active participant in an employer-sponsored retirement plan?

Why is this important?

Participation by you and/or your spouse in an employer-sponsored retirement plan may affect deductibility of Traditional IRA contributions, depending upon your income tax filing status and modified adjusted gross income (MAGI).
Tax year

Why is this important?

The tax year for which you intend to contribute must be indicated in order to determine your age(s) in the contribution year, as well as reflect the accurate contribution limit(s) for the applicable year.
Estimated household modified adjusted gross income (MAGI) for year
$ .00 Commas disabled

Why is this important?

Modified adjusted gross income (MAGI) represents adjusted gross income (AGI) before certain deductions and adjustments are considered. Your MAGI (or the joint MAGI of you and your spouse, if filing jointly) can impact both your eligibility to contribute to an IRA as well as your ability take a tax deduction for Traditional IRA contributions.
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