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Financial Planning for Millennials

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Roth IRA Qualifications

I No Longer Qualify for a Roth IRA — Now What?

You’ve heard the advice when it comes to saving for retirement: contribute enough to your employer-sponsored retirement plan to get the company match, and then contribute up to the max to a Roth IRA ($6,000 in 2022). But Roth IRAs have income limits: For 2022, single tax filers who make $144,000 or more are ineligible to contribute, and they can only contribute a reduced amount if they make … [Read more...] about I No Longer Qualify for a Roth IRA — Now What?

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I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>

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