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Personal Finance (Not Investing) • Re: Retiree Portfolio Model

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I've just started with RPM, and like it a lot. After working through Setup, I'm finding my taxes underestimated primarily due to my self employment tax. How are others who are self employed handling this? Should I just set it up as a temporary expense in section 5 that starts now and ends when I retire?

Also, I haven't started modeling Roth conversions yet, but I wonder how others are handling the QBI (Qualified Business Income) deduction? If I leave it out of my income my taxes work right, but then the MAGI for IRMAA isn't right.

Statistics: Posted by somber — Sat Mar 08, 2025 11:44 pm



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