I'm 69, newly retired, on Medicare. No RMD's yet, but I do have a small inherited IRA that has 5 years left on the 10 year withdrawal cycle.
I'm looking for a software or spreadsheet that would model taxes and income (AGI/MAGI) for the next years. I'd like to fill a bracket, and avoid IRMAA if possible. I can choose how much to take from inherited IRA, ... Anyone know of such a tax model software/spreadsheet (hopefully including new BBB recent changes)?
I'm looking for a software or spreadsheet that would model taxes and income (AGI/MAGI) for the next years. I'd like to fill a bracket, and avoid IRMAA if possible. I can choose how much to take from inherited IRA, ... Anyone know of such a tax model software/spreadsheet (hopefully including new BBB recent changes)?
Statistics: Posted by 2000rpm — Wed Feb 11, 2026 2:53 pm — Replies 0 — Views 15