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Can I contribute $5000 to both a Roth and traditional IRA?

You may contribute simultaneously to a traditional IRA and a Roth IRA (subject to eligibility) as long as the total contributed to all (traditional or Roth) IRAs totals no more than $7,000 ($8,000 if youre age 50 or older) for the 2024 tax year.

Is a SEP IRA Roth or traditional?

A SEP-IRA account is a traditional IRA and follows the same investment, distribution, and rollover rules as traditional IRAs. See the IRA FAQs.

Should I put in Roth or traditional?

A general guideline is that if you think your tax bracket will be higher when you retire than it is today, you may want to consider a Roth IRAespecially if youre younger and have yet to docHub your peak earning years.

How do I know if I have a Roth or traditional?

Check W-2 Form If you have a Roth 401(k), it should be indicated Code AA and the amount contributed. However, if the record indicates Code D and the amount contributed, it is a traditional 401(k) account.

Can you open both a Roth and a SEP IRA?

You can both receive employer contributions to a SEP-IRA and make regular, annual contributions to a traditional or Roth IRA. Employer contributions made under a SEP plan do not affect the amount you can contribute to an IRA on your own behalf.

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