Roth Ira Client Agreement Sample Contracts

Round Roth IRA Client Agreements

Roth Ira Client Agreement • February 4th, 2020 • California

• Contract Type
  Roth Ira Client Agreement
• Filed
  February 4th, 2020
• Jurisdiction
  California

Eligibility: Generally, you can contribute up to the lesser of $5,500 for 2018, and $6,000 for 2019 (plus $1,000 catch-up contribution, if age 50 or older) or 100 % of your taxable compensation to a Roth IRA if your MAGI does not exceed the IRS limits for your tax filing status. You should review IRS Pub. 590-A, Contributions to Individual Retirement Arrangements (IRAs) for MAGI limits and for the IRS definition of compensation.