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Retirement tax questions
My sources of income do not change significantly from year to year. Of course, the values do, so I keep track of 2024 vs 2023 to see how my AGI is likely to change. The mutual funds that make capital gains distributions in December are the biggest uncertainty. I do not try to be perfectionist about filling the 24% bracket. A little undershoot or overshoot is not terribly significant.
‎November 29, 2024
9:12 AM