Individual Tax Rate Threshold “Cheat Sheet”
$50.00
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This chart provides a statutory overview of the Healthcare Surtax and its impact on trusts and estates, along with planning considerations for Investment Income strategies. It also reviews the Surtax Bubble for Roth Conversions. This chart is updated for 2025—including relevant chart for the groundbreaking SECURE Act!—and is 11″ x 17″ .
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