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John (age 55 and single) has earned income of $4,500. He has $31,700 of unearned (capital gain) income.

a. If he does not participate in an employer-sponsored plan, what is the maximum deductible IRA contribution John can make in 2019?

User Markell
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Final answer:

The maximum deductible IRA contribution that John can make in 2019 is $6,000.

Step-by-step explanation:

The maximum deductible IRA contribution that John can make in 2019 depends on his income level and whether or not he participates in an employer-sponsored plan. Since John does not participate in an employer-sponsored plan, he can make the full deductible contribution to a traditional IRA if his modified adjusted gross income (MAGI) is below a certain threshold.

For 2019, if John's filing status is single and his MAGI is less than $64,000, he can contribute the maximum deductible amount of $6,000 to an IRA. However, if his MAGI is between $64,000 and $74,000, his deductible contribution limit starts to phase out. If his MAGI exceeds $74,000, he is not eligible for a deductible IRA contribution.

In John's case, his earned income is $4,500 and his unearned income (capital gain) is $31,700. Since he does not participate in an employer-sponsored plan, we only need to consider his MAGI. Since his total income is below $64,000, he can make the maximum deductible IRA contribution of $6,000.

User Junier
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