Beta — Free Access During Launch
TEST MODE
Step 1 tips
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Gross annual income
Your salary before any taxes or deductions. Find it on your pay stub, offer letter, or W-2 box 1.
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State
Affects your tax strategy. Texas, Florida, Washington, Nevada, Wyoming, South Dakota, Alaska, Tennessee, and New Hampshire have no state income tax.
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Age
Used to determine catch-up contribution eligibility. Age 50+ gets higher 401(k) and IRA limits. Age 55+ gets higher HSA limits. Ages 60-63 get a special higher 401(k) catch-up.
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Filing status
Single if you file taxes alone. Married filing jointly if you are married and file together — this affects Roth IRA income limits and tax brackets.
You
401k
Accounts
Cash Flow
Debt
Step 1 of 5
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This determines your tax bracket and which accounts you qualify for
No account linking · No sensitive info · Estimates are fine
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