Topping off the 24% tax bracket does not take a meaningful bite; under $200K for several years Is it worth the effort for even a million dollar balance?
If it is meant just for people in the workforce why have the option for”retired”in the drop down? Why not have a disclaimer right on top stating not to waste our time if both partners are retired?
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Topping off the 24% tax bracket does not take a meaningful bite; under $200K for several years Is it worth the effort for even a million dollar balance?
Post: Is a Roth conversion an optimal strategy in my situation?
Link to comment from October 3, 2026
If it is meant just for people in the workforce why have the option for”retired”in the drop down? Why not have a disclaimer right on top stating not to waste our time if both partners are retired?
Post: About the Checkup
Link to comment from October 3, 2026