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Financial Planning / Tax Strategies


Subject:  Re: Pay them now or Pay them later? Date:  8/26/2013  4:15 PM
Author:  billjam Number:  119090 of 131140

The percentages I gave come from a spreadsheet I developed years ago to estimate my taxes in various situations. It's proven extremely accurate over several years. I'd have to have an additional $12K of income before I reach the maximum 85% of SS taxable. But above $9K I begin to lose the 0% rate on my qualified dividends and long term capital gains.
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