Below are notes on recent updates. If you have product enhancement ideas, please click the “Email Support” button on the tax bracket manager tab, and we’ll consider your idea for a future enhancement.

Important note – This tool is best designed for annual tax estimates. The long-term projection tabs should give you directional information that you need to see what your future tax brackets might be. To quantify the value of multiple years of implementing tax strategies, you will want to check out more robust tools like Holistiplan, Income Solver, Right Capital, Money Guide Pro, or eMoney. Unfortunately, none of them are free like the Tax Bracket Manager.

  • 5/9/2024
    • Updated from 2023 to 2024 tax brackets.
  • 2023 and earlier updates were removed