Monthly Financial Snapshot: January 2023
I finished doing the prep work for my US taxes, but as I will owe a small amount ($255) I am in no hurry to file early, so I’ll probably file sometime in March or April. Once again, I Roth-converted slightly too much which is what triggered my tax liability. I’m not letting it bother me though because I’m averaging a 1.38% tax rate on my Roth conversions so far, and once it’s converted all future growth will be tax-free (as far as the US is concerned)....