Account Comparison 

 
 

Which IRA is right for you?

Our comparison chart can help you choose which IRA can best help you save for retirement.

 Traditional IRA

Roth IRA

Who Can Contribute Anyone with earned income, until the year you reach 70 1/2.

Anyone with earned income and whose Modified Adjusted Gross Income is within IRS limits. 

Tax advantages

Contributions may be deductible; earnings aren't taxed until withdrawn

Qualified withdrawals are tax-free after the account has been open for five tax years and the account owner is age 59 1/2 (or is disabled, dead, or withdrawing up to $10,000 for a first-time home purchase*)

Contribution Deductibility  May be tax-deductible depending on your income and whether you're covered by an employer's retirement plan

Are not tax-deductible

Contribution Maximums

Under age 50: $5,000

Age 50 or over: $6,000

Limits are for 2008 and 2009; contributions cannot exceed earned income for the year

Under age 50: $5,000

Age 50 or over: $6,000

Limits are for 2008 and 2009; contributions cannot exceed earned income for the year

 

Required Distributions

Must begin at age 70 1/2

None

Rollovers

Funds from a qualified retirement plan can be rolled over  

Funds from a qualified retirement plan can be rolled over

 
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