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.
2023 2024 HSA Contribution Limits and HDHP Qualification
2023 and 2024 calendar year HSA contribution limits and HDHP qualifications for individual and family coverage. Big changes due to high inflation.
2022 2023 Tax Brackets, Standard Deduction, Capital Gains, etc.
The tax brackets, standard deduction, and the capital gains tax cutoff point for single and married filing jointly filing statuses will go up in 2023.
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.
2022 2023 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.
What If Congress Bans Backdoor Roth in 2022?
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.