I would absolutely roll as much as you need to get all non-refundable credits (if applicable).
For example, I have been slacking and losing some of my Child Tax Credit because it only negates tax paid. So I need to run numbers in December and Roth some of my IRA, and maybe even go higher into the 12% bracket; we'll see.
For example, I have been slacking and losing some of my Child Tax Credit because it only negates tax paid. So I need to run numbers in December and Roth some of my IRA, and maybe even go higher into the 12% bracket; we'll see.
Statistics: Posted by bombcar — Fri Jun 28, 2024 10:59 am