PFP Tax Bracket Management Chart

This chart contains the following 15 bracket management ideas:

• Traditional IRA/401(k) contributions,

• Roth IRA/401(k) contributions,

• Roth IRA/401(k) conversions,

• Timing of deductions,

• Capital loss harvesting,

• Capital gain harvesting,

• Control investment taxation,

• Asset location,

• Non-qualified tax deferred annuities,

• Investment in oil and gas partnerships,

• Life insurance,

• Internal Revenue Code Section 453 installment sales,

• Charitable contributions,

• Charitable remainder trusts, and

• Charitable lead trusts.