u/Head-Manager4033

▲ 0 r/tax

Based on the info below, can my wife and I max out our Roth IRA - yes or no (hopefully)? Under 50. Please help!

IRS Married Filing Jointly Phase-Out: 242k-252k MAGI.

My income: 66k salary, 11k chairman shares (taxable income), bonus 36k = 113k total comp

Wife income = 135k salary

Total Comp = 248k

Relevant Retirement Info

Mine: I've unfortunately been contributing Roth dollars to 401k so only about $400 is pre-tax YTD. I also contributed about 2k to HSA from payroll, the rest if maxed out but funded thru a bank acct.

Wife: employer gives 10% of salary to 403b. Employer funded, not from wife.

Summary: my understanding is that since total comp is at 248k, but I contributed 2k HSA from paycheck, that drops income to 246k for AGI. Then minus $400 from 401k pre tax contributions so the total is $245,600.

So before Dec 31, as long as I contribute at least $3600 ($245,600-$242,000) in pre tax 401k contributions, I would be under $242k and could max out both our Roth IRAs?

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u/Head-Manager4033 — 10 hours ago

Who are you guys taking at 1.12 and 2.01? 12 man, half-ppr.

I can't make up my mind between two rb or two wr. Here is a list of who might make it to me..

CD LAMB

JUSTIN JEFFERSON

JAMES COOK

ASHTON JEANTY

DRAKE LONDON

SAQUON BARKLEY

BROCK BOWERS

CHASE BROWN

AJ BROWN

DEVON ACHANE

OMARION HAMPTON

NICO COLLINS

DERRICK HENRY

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u/Head-Manager4033 — 14 days ago