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Tool 02 · Tax

Fill the Bracket

Income pours in from the bottom and fills each tax bracket like water. The empty space at the top of the bracket they're in? That's the room for a Roth conversion this year.

after the standard deduction is already taken out
Marginal bracket
22%
Effective rate
0%
Tax on conversion
$0

See these numbers for your actual plan

These tools show the shape. A free 20-minute call turns them into your real retirement and tax picture.

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