IRA Eligibility Calculator

January 18, 2010 by FIRE Finance

[This post is written and copyrighted by FIRE Finance (http://firefinance.blogspot.com).]

Jan 18, 2010: Today we were working on our tax returns for 2009. In the process of investigating our IRA eligibility (as a married couple filing jointly), we came across a cool tool, courtesy Wells Fargo. It's an IRA Eligibility Calculator which analyzes our eligibility based on a short interview. Check out this handy tool.

Wells Fargo

After it displayed the results, it provided a couple of other calculators:
» Traditional vs. Roth Analyzer - To compare the after-tax benefit you will receive from investing in a Roth IRA versus a traditional IRA.
» Roth Conversion Analyzer- To calculate the results of converting your traditional IRA to a Roth IRA.
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