ADAM74
New Member

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.