[Series 65] 53, Traditional and Roth IRAs
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - That Traditional IRA deductibility is determined by income only if the individual is covered by a workplace retirement plan. - How Roth IRA contribution eligibility is based entirely on Modified Adjusted Gross Income (MAGI), regardless of workplace plan…
The skinny
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