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Retirement tax questions
@Anonymous_ @SteamTrain - I am going to take a guess..... he is trying to figure out his AGI and taxable income for one of two purposes (or both)
1) maximizing the Roth conversion without going into the next tax bracket (taxable income)
2) maximzing the ROTH conversion without going into the next tier of IRMAA. (AGI)
more likely #2 than #1 as going just 1 dollar over the tier limit is quite expensive.
‎December 22, 2022
11:53 AM
1,324 Views