Please create a Taxable Income field. AGI and Est. Taxes is useless in determine Marginal tax bracket. Taxable Income does!!!
Please create a Taxable Income field. AGI and Est. Taxes is useless in determine Marginal tax bracket. Taxable Income does!!!
15
votes
Tim Hudson
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Travis
commented
Please just add a field that says taxable income. this is the main number as planners we care about, to determine what tax bracket they fall into.
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Tim Hudson
commented
It also helps the advisor know how much Roth Conversion to consider!