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RE: My tax planning succeeded

It often takes a couple of years for changes to stabilize.

We had previously paid off our mortgage but took out a home improvement loan for the recent remodeling project. I had my wife adjust her W4 to compensate for the additional deduction amount.

I find it a good idea to review our standing in November should we need to make end of year changes.

edit: you're likely aware that a Roth IRA doesn't affect your adjusted income. You pay the tax up front.

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  Kimber Kable  

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