Quantcast
Channel: Bogleheads.org
Viewing all articles
Browse latest Browse all 4391

Personal Finance (Not Investing) • withdraw from trad IRA up to standard deduction

$
0
0
you should also consider converting even more than the standard deduction. for married joint, it's 12% up to $89k of income.
That will push some of the capital gains into 15% territory, making the effective marginal rate 27%, not 12%.

I do agree with converting as long as capital gains taxes remain 0% which is probably an additional $20,000 or so.

Statistics: Posted by toddthebod — Sun Nov 24, 2024 7:42 am — Replies 3 — Views 125



Viewing all articles
Browse latest Browse all 4391

Trending Articles



<script src="https://jsc.adskeeper.com/r/s/rssing.com.1596347.js" async> </script>