Notice: Function _load_textdomain_just_in_time was called incorrectly. Translation loading for the wordpress-seo domain was triggered too early. This is usually an indicator for some code in the plugin or theme running too early. Translations should be loaded at the init action or later. Please see Debugging in WordPress for more information. (This message was added in version 6.7.0.) in /home/u408361806/domains/iragenie.com/public_html/wp-includes/functions.php on line 6114
Chat with IRA GPT

Confirming your eligibility

We will first confirm your eligibility to open a Traditional or ROTH IRA. Let's get started!

Do you (or your spouse, if married and filing joint tax returns) have taxable compensation in the US?

Back

Confirming your eligibility

Tell us your age

Confirming your eligibility

Do you contribute to an employer 401k?

Confirming your eligibility

What is your tax filing status?

Confirming your eligibility

Your best estimate of your annual gross income.

Confirming your eligibility

Your best estimate of your annual gross income.

Confirming your eligibility

Your best estimate of your annual gross income.

Confirming your eligibility

Your best estimate of your annual gross income.

Confirming your eligibility

Your best estimate of your annual gross income.

Confirming your eligibility

Your best estimate of your annual gross income.

Confirming your eligibility

Your best estimate of your annual gross income.

Confirming your eligibility

Your best estimate of your annual gross income.

Great! Based on your information, you could invest in either a Traditional IRA or a ROTH IRA. The maximum amount you can invest is $.

IRA Genie is not a tax or financial advisor. You can speak to your tax advisor or visit the IRS website to confirm eligibility.

Great! Based on your information, you may be eligible to invest in a Traditional IRA. The maximum amount you can invest is $.

IRA Genie is not a tax or financial advisor. You can speak to your tax advisor or visit the IRS website to confirm eligibility.

Based on your information, you may be eligible for a partial deduction on your IRA investment. We suggest you consult a tax expert to determine the exact deduction you would be eligible for.

In the meantime, we can help you open an IRA account and you can decide your investment amount later.

IRA Genie is not a tax or financial advisor. You can speak to your tax advisor or visit the IRS website to confirm eligibility.

Based on your information you could be eligible to make a post tax investment upto $ in a ROTH IRA! This will allow your retirement savings to be tax free at withdrawal.

IRA Genie is not a tax or financial advisor. You can speak to your tax advisor or visit the IRS website to confirm eligibility.

Based on your information you may not be eligible to get a tax deduction for investing in an IRA.

We are continuing to expand our services. If you would like us to contact you when we have a product better suited to your financial situation, please provide us your email.

IRA Genie is not a tax or financial advisor. You can speak to your tax advisor or visit the IRS website to confirm eligibility.

Picking the right IRA for you

Now let's help you pick the right IRA for your needs.

Choose which of the following situations best applies to you:

Picking the right IRA for you

What is the amount you are thinking of investing each month? We suggest investing at least $100 each month.

$

Picking the right IRA for you

Do you want to start out with making a larger initial investment?

Note that investment limits for IRAs for 2024 are $7,000. If you are age 50 or above, the limit is $8,000.

Picking the right IRA for you

When you think of investing, what’s your primary emotion?

Picking the right IRA for you

How much time do you anticipate spending on managing your IRA investments.

Picking the right IRA for you

How important it is to speak to a financial advisor at the IRA company, by paying a small fee?

Picking the right IRA for you

How important is it for you to have access to a physical branch of your IRA provider?

Confirming your eligibility

Does your spouse contribute to a 401k with their employer?

Picking the right IRA for you

Click here to continue

If you would like to open an IRA account at a different provider click here