Re: Fidelity - roth ira

[http://dummy.us.eu.org/robert (Robert)]

Thanks.

I turns out that depositing money into Fidelity is more complicated than I
thought.  Fidelity doesn't know about my credit union.  I'm presently in
the process of going the other way -- trying to connect my credit union
account to Fidelity, which I hope to be resolved by the beginning of next
week.

If that also does not work, I'll probably end up cutting a check to
deposit into my Roth IRA account.

And, yes, our combined income is below the maximum income, probably
because Noelle stopped working mid-last year.

Once I successfully deposit into my Roth IRA, I'll finish filing my 2024
income taxes.

 > From: "AltyKosherbek.team" <http://www.fmr.com/~AltyKosherbek.team>
 > Date: Thu, 27 Mar 2025 17:34:59 +0000
 >
 > Hi Robert!
 > 
 > Apologies for late reply, I was out on vacation and just catching
 > up on emails.
 > 
 > Just to make sure, you considered both yours and Noelle's income
 > (if you are filing jointly) right?
 > 
 > If it's still below the minimum, you can contribute to the managed
 > Roth IRA.
 > 
 > Please let me know if you have any questions.
 > 
 > Thank you,
 > 
 > Alty Kosherbek
 > Financial Consultant
 > where-I-livempbell Investor Center
 > CA Insurance # 4301004
 > Schedule an Appointment <https://digital.fidelity.com/ftgw/digital/dasux/launch/meet-with?advisor=7449196 >
 > 
 > Fidelity Investments
 > 851 East Hamilton Ave Suite 100
 > Campbell, CA 95008
 > Tel: 408.371.4611 ext 61083
 > Fax: 408.371.9157
 > 
 > Prashant Dholakia � Planning Consultant � 408.371.4611 ext 82428
 > Josh Richens � CRM scheduling appointments � 408.371.4611 ext 47294
 > IMC annual reviews � please contact Josh to schedule
 > 
 > Notice: All e-mail sent to or from Fidelity Investments is subject
 > to retention, monitoring and/or review by Fidelity personnel.
 > 
 > Please note that Fidelity is unable to accept orders left over
 > voicemail or email regarding any account.
 > 
 > Brokerage Services are provided through Fidelity Brokerage Services
 > LLC, and investment advisory services are provided through Fidelity
 > Personal and Workplace Advisors LLC., both Fidelity Investments
 > Companies
 > 
 > Fidelity Brokerage Services LLC, Member NYSE and SIPC 900 Salem
 > Street, Smithfield, RI
 > 02917 <https://www.google.com/maps/search/900+Salem+Street,+Smithfield,+RI+02917?entry=gmail&source=g >
 > 
 > --
 > After reviewing my tax forms, I found that I am able to make a
 > Roth IRA contribution since my 2024 income is below the maximum
 > limit.
 > 
 > Which Roth IRA account should I make a deposit into?
 > 
 > Thanks.