KirkLindstrom.com: Taxes
Kirk Windsurfing at Palo Alto in SF Bay in May 2009
KirkLindstrom.com
Home of "CORE & Explore©" Investing for the Long Term!

Looping Windsurfer
Kirk's Key Articles 
Taxes   -     Subscribe to Newsletter    -    Charts
Kirk Windsurfing at Coyote Point November 2009


Note/Warning: These are all ESTIMATES based on what I understand the 2025 tax code covers built with the help of AI.  Both myself and the AI make many errors and are not perfect or any approximations of tax experts. For example, the AI often "forgets" Trumps BBB increased the SALT deduction to $40K for certain income levels, retroactive to the start of 2025. I tried to get this included but am not sure it calculates the roll-off of this "benefit" for higher incomes correctly. I find these calculations useful to ESTIMATE the effects of taking more capital gains or maybe paying a property tax bill before 2025 ends even if it is due in 2026.  At the bottom of the"2025 Tax & IRMAA Estimator for CA", I have a summary staring with "Detailed Tax Breakdown (Trace)" that you can highlight with your mouse and print out to compare different cases.

Click for FREE sample of Kirk Lindstrom's
                      Investment Letter

Don't Miss Out!  Subscribe to My Newsletter

Privacy Policy:  If you ask for a free sample newsletter or send me an email question, then I keep your email address.  You are free to ask me to not send you marketing material or free announcements of new articles, etc. by replying to any emails I send with a simple "Please Remove Me."  I keep no records of who visits this site or clicks my links but I currently use Google AdSense ads so see them for what they keep.
Recommended sites:
The
                Retirement Advisor KirkLindstrom.com
Home Page
Home of "CORE & Explore�" investing.
Blog
Disclaimer: The information contained in this web site is not intended to constitute financial advice, and is not a recommendation or solicitation to buy, sell or hold any security. This blog is strictly informational and educational and is not to be construed as any kind of financial advice, investment advice or legal advice. Copyright © Kirk Lindstrom.
Note: "CORE & Explore ©" was coined by and is a registered trademark of Charles Schwab & Co., Inc.