The Wealthy Parent Newsletter

The Wealthy Parent Newsletter

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The Wealthy Parent Newsletter
The Wealthy Parent Newsletter
BONUS GUIDE: Can I Contribute to a Roth IRA?

BONUS GUIDE: Can I Contribute to a Roth IRA?

A special guide for premium subscribers

Jan 20, 2024
∙ Paid
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The Wealthy Parent Newsletter
The Wealthy Parent Newsletter
BONUS GUIDE: Can I Contribute to a Roth IRA?
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🕶️More Money, More Problems

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Photo by Sebastian Coman Travel on Unsplash

Is it just me or does it feel like every financial influencer doesn’t stop talking about Roth IRAs? Sadly, most of them casually skip over the fact that not everyone is eligible to make a direct contribution. I met with a family earlier this year who had no idea they were no longer eligible to make direct contributions. That’s why today I’m sharing a simple, flow-chart style guide to determine if you are eligible to make direct Roth IRA contributions for 2024. Oh and since it’s not too late for 2023 contributions either I’ll include the same flowchart with those details too. Enjoy!

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© 2025 Kelly L. Palmer, CFA, CFP®
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