Bracket-Window Audit: The Mid-Year Tax Strategy Brief · SFM
The Bracket-Window Audit: Mid-Year Tax Strategy for $1M–$3M Households A five-step decision sequence that coordinates Roth conversion sizing, IRMAA thresholds, 0% LTCG capacity, NIIT drag, and RMD onset — locked before the Jul 28–29 FOMC decision. The order is the whole game.This is a four-minute read for households running the mid-year tax audit with $1M–$3M […]