Intentionally contributing to a 529 plan in order to maximize a future 529-to-Roth rollover seems like way more hassle than it is worth.| Go Curry Cracker!
Tax planning and filing doesn’t need to be difficult. This calculator can help with estimating taxes and provide guidance for tax minimization both now and in the future. Tax Calculator Input Year 20182019202020212022202320242025 Filing Status SingleMFJ – Married Filing JointlyMFS – Married Filing SeparatelyHead of Household Ordinary Income Qualified Income Adjustments Itemized Deductions Foreign Earned […]| Go Curry Cracker!
As part of moving back to the US / California, we are considering harvesting massive capital gains. 15% tax now is better than 23%+ tax later.| Go Curry Cracker!
Why a ROTH IRA and 401k are the worst possible choice of investment vehicle.| Go Curry Cracker!
Early retirees willing to earn up to $2k/year/person can use the Saver's credit to do massive Roth conversions at a 0% federal tax rate.| Go Curry Cracker!
Over the long term, a greater percentage of stock sales become capital gains. The tax impact can be significant. Capital gain harvesting is a solution.| Go Curry Cracker!