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Make Good Decisions

Make Good Decisions

Contact Us

1031 S. Caldwell St., Ste. 200
Charlotte, NC 28203
Phone: (704) 377-0261
advisors@braggfinancial.com

1031 South Caldwell Street

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Bragg Account Access

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Statements & Confirmations

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Annual Reports & Proxies

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Contribution Limits

Traditional IRA

Year Maximum Regular IRA Contribution Catch-up Contribution
2016 $5,500 $1,000
2017 $5,500 $1,000

Roth IRA

Year Maximum Roth IRA Contribution Catch-up Contribution
2016 $5,500 $1,000
2017 $5,500 $1,000

Simple IRA

Year Maximum Simple IRA Contribution Catch-up Contribution
2016 $12,500 $3,000
2017 $12,500 $3,000

401 K Plans

Year Annual 401K Contribution Limits Catch-up Contribution
2016 $18,000 $6,000
2017 $18,000 $6,000

2016 AGI Phase out amounts for Roth IRA contributions

Single Participant or Head of Household: $117,000 - $132,000
Married Filing Separately: $0 - $10,000
Married Filing Joint: $184,000 - $194,000

2017 AGI Phase out amounts for Roth IRA contributions

Single Participant or Head of Household: $118,000 - $133,000
Married Filing Separately: $0 - $10,000
Married Filing Joint: $186,000 - $196,000

2016 AGI Phase out amounts for deductible IRA contributions

Single Participant or Head of Household: $61,000 - $71,000
Married Filing Separately: $0 - $10,000
Married Filing Joint: $98,000 - $118,000 (Both spouses are active participants in employer-sponsored plans)
Married Filing Joint: $184,000 - $194,000 (One spouse is an active participant in employer-sponsored plan – spousal IRA contribution)

2017 AGI Phase out amounts for deductible IRA contributions

Single Participant or Head of Household: $66,000 - $72,000
Married Filing Separately: $0 - $10,000
Married Filing Joint: $99,000 - $119,000 (Both spouses are active participants in employer-sponsored plans)
Married Filing Joint: $186,000 - $196,000 (One spouse is an active participant in employer sponsored plan – spousal IRA contribution)

Mileage Rate

The 2016 mileage rate is 54.0 cents per mile.
The 2017 mileage rate is 53.5 cents per mile.

Gift Taxes

The 2016 gift tax exclusion amount is $14,000.
The 2017 gift tax exclusion amount is $14,000.