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Personal finance glossary

Spousal IRA

Definition

An IRA funded for a spouse who has little or no earned income, based on the working spouse's income. The couple must file a joint return; the account belongs entirely to the non-working spouse and can be traditional or Roth.

Why it matters

Career breaks for caregiving usually mean retirement saving stops for the person taking the break, compounding a lifelong gap. A spousal IRA keeps both retirements funded and keeps the assets in the non-earning spouse's own name.

Example

One spouse earns $90,000 while the other stays home with young children. Each year they fund the stay-at-home parent's own IRA anyway; at $500 a month and 7% growth, that is roughly $86,000 of retirement money after a decade that would otherwise not exist.

Put it into practice

Related terms

This definition is educational, not financial, legal, or tax advice. U.S. rules and limits change; verify time-sensitive details with official sources. See our disclaimer.

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