Test your knowledge

Choose wisely. There is only one correct answer to each question.

0%
Keep studying!
Review your answers below to learn more.
1.
Your contributions to an IRA are fully tax deductible if _______.
Choose wisely. There is only one correct answer.
You are not also covered by an employer-sponsored retirement plan. In this case, you get the full deduction.
2.
If you are unmarried and you earn no money at all from work this year, how much can you contribute to an individual retirement account for this year?
Choose wisely. There is only one correct answer.
Nothing. If you are unmarried, you must have earned income in order to contribute.
3.
The traditional individual retirement account has all of the following characteristics except for ______.
Choose wisely. There is only one correct answer.
Contributions that are never tax-deductible. They can be if certain conditions are met. It is the Roth IRA whose contributions are never deducted from taxable income.
4.
In a traditional IRA, any dividends and capital appreciation that accrue to your account are tax-deferred. What does this mean?
Choose wisely. There is only one correct answer.
It means that you do not pay taxes until you withdraw them. In a traditional IRA, your earnings stay tax-deferred until you withdraw them.
5.
When two spouses married to each other each have IRAs and only one of them is also covered by an employer-sponsored retirement plan, both spouses may take a tax deduction on their IRA contributions. These tax deductions are limited by their _______.
Choose wisely. There is only one correct answer.
Joint adjusted gross income.