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Retirement tax questions
Thank you!
Ideally, I'd love TT to clearly be able to tell me: "We know you have a ROTH and a SEP IRA - based on your numbers your max for EACH is X".
But this is useful - it sounds like i need to do some math. There doesn't seem to be a way to "model" contributions - i.e. "if you make your max cont. to your SEP, you still have the option of contributing $X of your total allowable ROTH of $7K. This will adjust your tax burden by X". That would be ideal.
‎April 15, 2025
11:12 AM