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Retirement Planning
Chapter 8: IRAs & Roth IRAs/EARNED INCOME
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 8: IRAs & Roth IRAs

EARNED INCOME

01.Core Concepts

What is earned income? • W-2 income • Schedule C net income • Income as a general partner • Alimony* • Graduate & postdoctoral study income Exceptions • Spousal IRA – spouse of account owner has sufficient earned income *Effective for divorces before 2019 (i.e., starting in 2019, alimony/spousal support is not deductible by the payor nor taxable to the recipient (TCJA))