Ann M. Hartz, CPA & Associates

Who sits at the desk.

𝗔𝗿𝗲 𝗜𝗥𝗔 𝗰𝗼𝗻𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀 𝗱𝗲𝗱𝘂𝗰𝘁𝗶𝗯𝗹𝗲 𝗳𝗼𝗿 𝗺𝘆 𝘁𝗿𝗮𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗜𝗥𝗔?

Potentially, yes. If your contribution is deductible, the amount you put in reduces your taxable income for the year, dollar for dollar. Whether you get that deduction depends on a few factors: • Whether you or your spouse is covered by a workplace retirement plan • Your MAGI • Your filing status • Your marginal tax bracket • Your age

The four things worth knowing.

Service delivery & credentials.

In their own words.