Investment Services Available Through CUSO Financial Services, LP
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 a Traditional IRA or Roth IRA and the maximum amount that may be contributed.
The results and findings presented by this calculator may vary due to user input and assumptions. To discuss your results in greater detail and for a more in-depth financial analysis, use the contact form provided and a CFS* Financial Advisor will contact you shortly.
Fill out the form below to discuss your results with a CFS* Financial Advisor.