IRA Eligibility Calculator

Edit Post Tuesday, January 7, 2014

Jan 07, 2014: Today we were working on our tax returns for 2013. 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's IRA Eligibility Calculator

Here are a couple of useful links that will help you invest in IRAs intelligently:
» Traditional vs. Roth Analyzer - Compares the benefits of investing in a Roth IRA versus a traditional IRA.
» Roth Conversion Analyzer- Shows the results of converting your traditional IRA to a Roth IRA.

2 comments

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Anonymous said...

In fact it only asks 4 questions. I was done in 4 seconds.

FIRE Finance said...

@Anonymous
That is true, it's a short quiz with effective results.

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IRA Eligibility Calculator

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