2025 and 2026 HSA contribution limits and HDHP qualifications for individual and family coverage. Small changes in 2026 due to mild inflation.
2024 2025 ACA Health Insurance Premium Tax Credit Percentages
If you get health insurance from ACA, the government sets the percentages of income you are expected to contribute toward a benchmark policy.
2024 2025 Tax Brackets, Standard Deduction, Capital Gains, QCD
The tax brackets, standard deduction, and the capital gains tax cutoff point for single and married filing jointly filing statuses will go up in 2025.
Use Pascal’s Wager When You’re Not Sure About Tax Rules
It’s not worth spending the time or money to find the true answers to some tricky questions. Choose the path that costs less when you’re wrong.
Tax Planning with TurboTax What-If Worksheet: Roth Conversion
After you file your taxes with TurboTax, use the hidden What-If Worksheet to plan for the current year. See how to use it to plan for a Roth conversion.
Calculator: How Much of My Social Security Benefits Is Taxable?
Use this online calculator to see how much of your Social Security benefits is taxable and how much of it is tax-free.
What If Congress Bans Backdoor Roth
Congress is considering banning backdoor Roth and mega backdoor Roth. Do these to catch the last opportunities in 2021 and 2022.
Roth Conversion and Capital Gains On ACA Health Insurance
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.
Plan It and Update It
Putting your financial plan into a simple table helps you focus on the major blocks and see where you are.