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Strategies & Market Trends : Young and Older Folk Portfolio -- Ignore unavailable to you. Want to Upgrade?


To: Markbn who wrote (22140)11/12/2025 6:29:42 PM
From: Steve Mac  Respond to of 23911
 
My read on the phase out is a $0.06 reduction for each dollar - no ranges. Initially, I asked AI the question back in October, and then I ran it past my tax person, and she concurred with the math calculations. She did caution that IRS hadn't finalized all there numbers, so things could change slightly.

I just wanted a ball park figure to see if I could convert a few more dollars to the Roth this year because of the additional deduction, and I was able to do that.