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.

  • 11/8/2023:
    • Fix the formula on the 10-year TBM tab for Social Security Income.
  • 5/5/2023:
    • Removal of TBM 10-Year Comp and automation of Social Security to the TBM 10-Year Projection tab.
  • 4/26/2023:
    • Updated Tax Bracket Manager from 2021-2022 to 2022-2023. The 2022 and 2023 tax brackets reflect current tax bracket information.
    • Added Schedule SE Calculator for 2023. This will help with your annual tax estimates based on your projected SE income. The 10-Year Projection tab will pull from this number and then grow it at your inflation rate. Keep this in mind for long-term tax projections.
    • Unfortunately, we’ve lost the Formatted PDF emails. We’re looking into alternatives. If you have any ideas or suggestions, please reach out through the Contact Support tab.