Investing - Theory, News & General • Re: WSJ-How to Play the Retirement Tax Guessing Game

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From your description, I'd wonder what they thought would be a before/after single tax rate worth doing Roth conversions. In DW's case, her tax bracket with no conversions goes up 10% (22-32%) and also her Medicare goes from $202 to $730 shortly going to 35% and $780. Does the article say that 13% and $578 is just a big who cares?

If you are referring to McQ article on surviving spouses, this is it

https://www.financialplanningassociatio ... unked-OPEN

I find the title of that article unfortunate.

Statistics: Posted by JBTX — Fri Sep 04, 2026 7:27 pm