I'm considering doing a Roth conversion up to a 25% federal marginal tax rate. My tax filing status will be MFJ and I have self employed income so don't want to exceed the QBI phase out of ~$384k. With a standard deduction of ~$29k, seems like I can target an AGI of roughly $400k (with some extra space for padding) and be at 24% + .9% AMT. Does that make sense or am I not thinking of something?
Statistics: Posted by ThankYouJack — Sat Jun 01, 2024 4:08 pm — Replies 2 — Views 161
