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How much can I contribute to an IRA?

Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — tax filing status, your current earned income level and whether or not you participate in a retirement plan at work. Use this calculator to help you determine whether or not you are eligible to contribute to both the Traditional IRA and Roth IRA and the maximum amount that may be contributed.

Calculate

Answer the questions and submit to calculate your results

Review

Use the analysis to review your results and download your custom report

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Fill out the form and connect with an advisor to discuss your analysis

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*Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CUSO Financial”) ("CFS") a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CUSO Financial: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CUSO Financial. The Credit Union has contracted with CUSO Financial for investment services. Atria Wealth Solutions, Inc. ("Atria") is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial is a subsidiary of Atria.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

  • Nick Larsen

    Financial Advisor
  • Suzanne Baranowsky

    Program Administrator

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(801) 456-7560

contact.cfsinvest@dfcu.com

3999 W Parkway Blvd.
West Valley City, UT 84120

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Copyright 2019 CUSO Financial Services, L.P. | All Rights Reserved
  • Investments
  • Lifestage Calculators
    • Retirement
    • Investing
    • IRA Options
    • 401k
    • College
    • Life Insurance
  • Locations
  • Contact Us
  • Login
Investment Services