Congress is considering banning backdoor Roth and mega backdoor Roth. Do these to catch the last opportunities in 2021 and 2022.
The tax brackets, standard deduction, and the 0% capital gains tax cutoff point for single and married filing jointly filing statuses will go up next year.
Use this calculator to see the marginal tax rate on Roth conversions and long-term capital gains when you also receive a subsidy on ACA health insurance.
If you get health insurance from ACA, the government sets the percentages of income you are expected to contribute toward a benchmark policy.
Putting your financial plan into a simple table helps you focus on the major blocks and see where you are.
AMT tax brackets for calendar year 2013 and 2014, including phaseout ranges where your tax rate is 6.5%-7% higher than the statutory rate.