User contributions
Jump to navigation
Jump to search
- 14:34, 17 February 2021 diff hist +411 Non-deductible traditional IRA Reformatted table, added asset protection
- 15:13, 10 February 2021 diff hist +42 m User:Fyre4ce/Traditional versus Roth Rewording suggested in discussion forum current
- 21:19, 27 January 2021 diff hist +48 m Managing a windfall Added to annual tax update category
- 21:16, 27 January 2021 diff hist -4 m Managing a windfall Updated estate exemption for 2021
- 16:46, 19 January 2021 diff hist -2 m User:Fyre4ce/Traditional versus Roth Moved up Common Misconceptions one level of hierarchy
- 20:43, 18 January 2021 diff hist +137 m User:Fyre4ce/Traditional versus Roth Made consistent capitalization of "traditional", put punctuation before references, added comment about tax planning
- 00:50, 13 January 2021 diff hist +277 User:Fyre4ce/Traditional versus Roth Various edits based on forum feedback
- 12:43, 8 January 2021 diff hist +106 User:Fyre4ce/Traditional versus Roth Clarified SS spike wording per discussion in forums
- 02:13, 8 January 2021 diff hist +92 m User:Fyre4ce/Traditional versus Roth Added sentence clarifying above or below
- 01:21, 8 January 2021 diff hist +6 m User:Fyre4ce/Traditional versus Roth Clarified above vs. below
- 17:32, 7 January 2021 diff hist +444 User:Fyre4ce/Traditional versus Roth Added future low-income condition for traditional, edited comment about ND-tIRA, added comment on military, header for business tax issues
- 02:18, 1 January 2021 diff hist +1,378 User:Fyre4ce/Retirement plan analysis Added analysis with match and Saver's Credit current
- 05:15, 31 December 2020 diff hist +5 User:Fyre4ce/Traditional versus Roth Reworded sentence per feedback
- 04:52, 31 December 2020 diff hist -7 m User:Fyre4ce/Traditional versus Roth Slightly updated values (they were calculated with continuous compounding; switched to annual compounding to be consistent with example)
- 02:09, 31 December 2020 diff hist -648 User:Fyre4ce/Traditional versus Roth Reduced number of cases in General guidelines, moved business-related discussion to Current marginal rate section
- 19:23, 30 December 2020 diff hist +59 m User:Fyre4ce/Traditional versus Roth Clarified SS spike should be avoided only if it's a higher marginal rate than today
- 17:14, 30 December 2020 diff hist +826 User:Fyre4ce/Traditional versus Roth Added more links to lower sections, and an explicit step to check SS spike
- 18:26, 29 December 2020 diff hist -1 m User:Fyre4ce/Traditional versus Roth Fixed link
- 18:04, 29 December 2020 diff hist -11,595 User:Fyre4ce/Retirement plan analysis Non-retirement analysis (taxation of SS benefits, Section 199A deduction) moved to new separate tax analysis page
- 17:46, 29 December 2020 diff hist +13,576 N User:Fyre4ce/Tax analysis Created page with tax-related analyses from other sources current
- 21:17, 23 December 2020 diff hist +1,649 User:Fyre4ce/Traditional versus Roth Updated maxing out accounts section
- 19:31, 23 December 2020 diff hist +2,561 User:Fyre4ce/Retirement plan analysis Added analysis for contributing the maximum
- 14:51, 22 December 2020 diff hist +81 m User:Fyre4ce/Traditional versus Roth Added a couple more Roth examples
- 14:47, 22 December 2020 diff hist +6,592 User:Fyre4ce/Retirement plan analysis Added Section 199A math
- 14:43, 22 December 2020 diff hist +1 m User:Fyre4ce/Traditional versus Roth fixed link
- 14:42, 22 December 2020 diff hist +2,307 User:Fyre4ce/Traditional versus Roth Added content in several places, and links. Added section headers for future tax rate section
- 13:43, 22 December 2020 diff hist +838 IRA Added line for Roth conversions, emphasized no early withdrawal penalties for Roth IRA contributions
- 16:48, 21 December 2020 diff hist +179 m User:Fyre4ce/Traditional versus Roth Clarified that assuming traditional contributions was a guess
- 16:35, 21 December 2020 diff hist +30 m User:Fyre4ce/Traditional versus Roth clarified other options to avoid estate tax
- 16:34, 21 December 2020 diff hist +151 m User:Fyre4ce/Traditional versus Roth Flipped estate tax formula to be consistent with other formulas
- 16:27, 21 December 2020 diff hist 0 m User:Fyre4ce/Retirement plan analysis Flipped equation to be in terms of MTR_h
- 01:43, 21 December 2020 diff hist +1,505 User:Fyre4ce/Traditional versus Roth Restructured future tax rate procedure to include a guess as the first step, then a check of that guess at the end. This is a more accurate way to analyze.
- 00:58, 21 December 2020 diff hist +788 User:Fyre4ce/Traditional versus Roth Added Solo 401k commentary, plus a few other minor additions and fixed links
- 19:45, 20 December 2020 diff hist +921 User:Fyre4ce/Traditional versus Roth Minor assorted edits
- 19:18, 20 December 2020 diff hist +1,697 User:Fyre4ce/Traditional versus Roth Cleaned up Eligibility section, fixed and added links
- 17:43, 20 December 2020 diff hist +72 m User:Fyre4ce/Traditional versus Roth Added link to employer match derivation
- 17:42, 20 December 2020 diff hist +1,643 User:Fyre4ce/Retirement plan analysis Added Employer Match
- 16:56, 20 December 2020 diff hist -861 User:Fyre4ce/Traditional versus Roth Removed Saver's Credit derivation
- 16:46, 20 December 2020 diff hist +81 m User:Fyre4ce/Retirement plan analysis Added missing MTR_w variable
- 16:44, 20 December 2020 diff hist -13 m User:Fyre4ce/Retirement plan analysis Removed copy-paste error
- 16:43, 20 December 2020 diff hist -422 User:Fyre4ce/Retirement plan analysis Edited Saver's Credit variables to be consistent with other derivations
- 15:41, 20 December 2020 diff hist -915 User:Fyre4ce/Retirement plan analysis Removed equations with plugged-in numbers (which must be updated every year)
- 03:04, 20 December 2020 diff hist +11,435 N User:Fyre4ce/Retirement plan analysis Copied over some formulas into a single page (needs to be updated for 2021)
- 18:15, 18 December 2020 diff hist +1,010 Prioritizing investments Added and fixed links, added a couple lines about debt, light cleanup
- 17:19, 18 December 2020 diff hist +693 Employer matching contributions Updated limits for 2021, added links to Prioritizing investments and T vs R wiki pages
- 21:03, 17 December 2020 diff hist +1,256 User:Fyre4ce/Traditional versus Roth Copied over some recent changes from the live page
- 20:33, 17 December 2020 diff hist +385 Traditional versus Roth Changed and reworded future marginal tax rate example to represent "worst case"
- 19:20, 17 December 2020 diff hist +431 User:Fyre4ce/Traditional versus Roth Changed example to represent worst case
- 18:06, 15 December 2020 diff hist +175 Traditional versus Roth Flipped equation around to be in terms of withdrawal marginal rate rather than match rate
- 15:06, 15 December 2020 diff hist -1 m Traditional versus Roth Simplified equation
- 14:36, 15 December 2020 diff hist +807 Traditional versus Roth Added formula and example for employer matching
- 14:10, 15 December 2020 diff hist +63 User:Fyre4ce/Traditional versus Roth Copied recent changes from live page
- 01:54, 15 December 2020 diff hist 0 m Traditional versus Roth Updated standard deductions for 2021
- 21:33, 14 December 2020 diff hist +97 m Traditional versus Roth Added link
- 21:00, 14 December 2020 diff hist 0 m Marginal tax rate Updated SSWB for 2021
- 20:57, 14 December 2020 diff hist 0 m Payroll tax One more 2021 update
- 20:56, 14 December 2020 diff hist +214 Payroll tax Updated SSWB for 2021. Added language about how SSWB is calculated.
- 20:46, 14 December 2020 diff hist 0 m IRA Updated limit for 2021
- 20:23, 14 December 2020 diff hist +104 m Traditional versus Roth Minor language change and added links
- 20:13, 14 December 2020 diff hist +171 Traditional versus Roth Updated other complex examples for 2021
- 16:08, 14 December 2020 diff hist +63 Traditional versus Roth Updated SS example for 2021
- 14:57, 14 December 2020 diff hist 0 File:SSMarried2021.png Fyre4ce uploaded a new version of File:SSMarried2021.png current
- 14:56, 14 December 2020 diff hist 0 File:SSSingle2021.png Fyre4ce uploaded a new version of File:SSSingle2021.png current
- 14:55, 14 December 2020 diff hist -111 Taxation of Social Security benefits Updated heat maps for 2021
- 12:58, 14 December 2020 diff hist +54 N File:SSMarried2021.png
- 12:56, 14 December 2020 diff hist +53 N File:SSSingle2021.png
- 03:02, 14 December 2020 diff hist +551 Traditional versus Roth Updated future marginal tax rate example, and added formula for estate tax Roth conversions
- 17:10, 11 December 2020 diff hist +37 m User:Fyre4ce/Traditional versus Roth Improved formatting of table
- 17:08, 11 December 2020 diff hist -3 m User:Fyre4ce/Traditional versus Roth Removed decimal points
- 17:08, 11 December 2020 diff hist +183 User:Fyre4ce/Traditional versus Roth Redid example to assume future contributions
- 01:26, 10 December 2020 diff hist +278 User:Fyre4ce/Traditional versus Roth Edited estate planning
- 00:59, 10 December 2020 diff hist +812 User:Fyre4ce/Roth conversion Added estate tax math current
- 00:44, 10 December 2020 diff hist +1,364 User talk:Fyre4ce/Roth conversion Added estate tax math current
- 19:42, 9 December 2020 diff hist +93 User:Fyre4ce/Traditional versus Roth Added SS spike
- 19:25, 9 December 2020 diff hist -2,659 User:Fyre4ce/Traditional versus Roth -
- 19:15, 9 December 2020 diff hist +164 User:Fyre4ce/Traditional versus Roth Rewrote header section
- 17:02, 9 December 2020 diff hist +55,341 User:Fyre4ce/Traditional versus Roth Copying over main page for editing Tag: Removed redirect
- 16:37, 17 November 2020 diff hist +105 m Managing a windfall Replaced Vanguard with Fidelity
- 20:25, 28 September 2020 diff hist -4 m User:Fyre4ce/Income tax Replaced >= with + current
- 14:00, 22 September 2020 diff hist +146 Taxable account Corrected wording from "
- 20:43, 14 July 2020 diff hist +8 m Managing a windfall added a missing word
- 20:43, 14 July 2020 diff hist +1,614 Managing a windfall Added lump sum vs. annuity
- 14:40, 6 July 2020 diff hist -12 m Taxable account Slightly changed nomenclature to V_{at}
- 21:44, 3 July 2020 diff hist +10 m Taxable account Added yield link
- 01:17, 21 June 2020 diff hist -41,356 User:Fyre4ce/Managing a windfall Changed to a redirect link to the live page current Tag: New redirect
- 01:15, 21 June 2020 diff hist +185 N Talk:Managing a windfall Added comment on June 2020 rewrite
- 01:10, 21 June 2020 diff hist +24,314 Managing a windfall Major rewrite
- 01:10, 21 June 2020 diff hist +633 User:Fyre4ce/Managing a windfall Added clarification on trusts
- 16:09, 17 June 2020 diff hist +1,693 User:Fyre4ce/Managing a windfall Added content on gifts and loans to friends and family
- 13:18, 17 June 2020 diff hist +25 Stretch IRA Clarified governmental plans
- 11:37, 17 June 2020 diff hist +146 Taxable account Clarified tax loss harvesting tax savings
- 00:56, 12 June 2020 diff hist +9 m User:Fyre4ce/Managing a windfall Fixed link
- 16:25, 11 June 2020 diff hist -186 User:Fyre4ce/Managing a windfall Based on forum feedback: clarified windfall size, and deleted PFS recommendation (replaced with CFP/CFA)
- 18:10, 5 June 2020 diff hist +15 m Taxable account Added link
- 20:28, 28 May 2020 diff hist +364 Traditional IRA Added clarification on tax deferral
- 18:08, 27 May 2020 diff hist -22 m User:Fyre4ce/Managing a windfall Fixed wording
- 16:42, 26 May 2020 diff hist +1 m User:Fyre4ce/Managing a windfall Added 60's
- 16:38, 26 May 2020 diff hist +98 User:Fyre4ce/Managing a windfall Added small amount of text
- 16:36, 26 May 2020 diff hist 0 m User:Fyre4ce/Managing a windfall Fixed type-o
- 16:33, 26 May 2020 diff hist +118 User:Fyre4ce/Managing a windfall Reworded in a few areas
