Planning Ideas by Tax Bracket
4
votes
At each tax bracket [by filing status] list what tax planning opportunities may apply. Or what tax break may exist [or penalty incured] within a tax bracket. For example in 2027 the new Savers Credit/match will apply for MFJ with AGI below $41k. Or listing where IRMA kicks in. By listing all the programs by tax bracket it can help us make more holistic considerations when tax planning. For example, the impact of Roth conversions up to X% because that may impact not just a new marginal rate but also Y tax break.
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