plan_multi_year_taxes
Create multi-year tax projections and strategies to model income changes, Roth conversions, retirement contributions, and tax bracket management across 3-5 years.
Instructions
Create a 3-5 year tax projection and strategy. Models income changes, Roth conversions, retirement contributions, and bracket management across multiple years.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| filingStatus | Yes | ||
| currentAge | Yes | ||
| years | Yes | Year-by-year projections |