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Personal Investments • Re: 12% Bracket-Roth vs. Traditional

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Can you (or someone) explain this statement? As far as I'm aware, Traditional IRA contributions reduce both taxable income and AGI.
You are correct.
The tIRA doesn’t reduce Earned Income, which is a factor for the EITC, but not the Savers credit/Match.
That explains it. EITC is not based on AGI.
Why do you say this? If I look at https://www.irs.gov/credits-deductions/ ... itc-tables, it says:

"To claim the Earned Income Tax Credit (EITC), you must have what qualifies as earned income and meet certain adjusted gross income (AGI) and credit limits for the current, previous and upcoming tax years."

The chart for Tax Year 2023 says above it "Find the maximum AGI, investment income and credit amounts for tax year 2023."

Do you just mean that AGI is the factor to qualify but once you qualify the amount you get is not based on AGI?
It looks like you've got it figured out. I don't care about EITC. I was simply agreeing with you that IRA contributions can reduce AGI.

Statistics: Posted by RyeBourbon — Sat Apr 13, 2024 6:58 am



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