Retirement Tax Payment Planner

▼ Inputs click to collapse

Tax Year & State

Tax Year State

Select a state to see schedule details.

Tax Liability (pre-calculated)

Federal Tax Due ($) State Tax Due ($) Prior-Year Federal Tax ($) Prior-Year State Tax ($) High-income filer (Fed AGI > $150K → 110% safe harbor)

IRA 1 Draws and Conversions

IRA 1 RMD ($) RMD already taken this year IRA 1 Voluntary Withdrawal ($) Voluntary draw already taken this year IRA 1 Roth Conversion ($) Conversion already done this year

IRA 2 Draws and Conversions

IRA 2 RMD ($) RMD already taken this year IRA 2 Voluntary Withdrawal ($) Voluntary draw already taken this year IRA 2 Roth Conversion ($) Conversion already done this year

Other Income Sources

Social Security ($) Pension / Annuity ($) Interest Income ($) Qualified Dividends ($) Capital Gains ($)

Rates

Portfolio Return Rate (%) HYSA Gross Rate (%) Marginal Ordinary Rate (%) (fed+state) Blended LTCG Rate (%) Brokerage Appreciation (%)

Enter values and click Compute.

Payment Plan

Plain Text

Fill in the inputs on the left and click Compute Payment Plan.