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Recent Comments

Thanks Bill. Everyone should read that PDF Print E-mail
Written by John D. Buerger, CFP®   
Friday, 04 December 2009 15:34
Thanks Bill. Everyone should read that 3rd paragraph again ... "resulting in nearly $0 in taxable income." The only thing I would add to Bill's comment is that good tax planning would, in the 2008 case Bill cites, favor taking more income from the IRA bucket to use up the headroom in the lowest tier(s) of the progressive tax system ... at least if there is any possibility that in future years you might have to declare taxable income. You might as well pay a 15% marginal tax rate this year on some money. It's better than paying a higher marginal rate in the future if/when they raise taxes. The cardinal rule still stands - "the objective is to pay the lowest rate in taxes regardless of when they get paid."
This is a comment on "2½ Tax Planning Myths"

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