Using Marginal Taxes in a Plan

How to turn on Marginal Taxes in a Plan

When viewing a plan, go to the Taxes tab, and turn on the Marginal Taxes toggle. Note that when Marginal Taxes have been turn on, there is no longer an income tax tab within Taxes. You will only see tabs for Capital Gains, State Tax, and Marginal Taxes.Understanding the Marginal Taxes tab

When viewing Marginal taxes in a plan, you are viewing which incomes are used for the tax calculation, and which incomes are used to satisfy goals in the plan. Recall that the incomes used for the tax calculation are selected in the client’s profile. This allows for a more comprehensive tax picture in plans that want to use only select income streams. To edit the incomes in the plan, simply go to the Income tab in the plan. To edit the incomes used in the tax calculation, go to the Taxes tab inside the client’s Profile.

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