How to Evaluate Your Client’s Current and Future Marginal Tax Rate

By Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
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Horsesmouth Essential: Proper tax planning relies on understanding what the tax consequences will be for various tax strategies. What tax rate, at the margin, will apply to the next dollar of income or deductions? And for strategies that can shift income—like Roth conversions—you’ll need both a current marginal tax rate and a good estimate of a future tax rate.

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