sample auto-gen linktrees

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Inheriting an IRA

1. Roth IRA | 1. Person | 1. Spouse | 1. 50 | 1. 72 | ✔️
2. Roth IRA | 1. Person | 1. Non-Spouse | 1. 50 | 1. 72 | ✔️
3. Roth IRA | 1. Person | 1. Minor Child | 1. 50 | 1. 72 | ✔️
4. Roth IRA | 1. Person | 1. Disabled person | 1. 50 | 1. 72 | ✔️
5. Roth IRA | 1. Person | 1. Chronically ill person | 1. 50 | 1. 72 | ✔️
6. Roth IRA | 1. Entity | 1. The Estate | 1. 72 | ✔️
7. Roth IRA | 1. Entity | 1. A Trust | 1. 72 | 1. Conduit Trusts | ✔️
8. Roth IRA | 1. Entity | 1. A Trust | 1. 72 | 1. Discretionary Trust | ✔️
9. Roth IRA | 1. Entity | 1. A Trust | 1. 72 | 1. Any other type of trust | ✔️
10. Roth IRA | 1. Entity | 1. A Charity | 1. 72 | ✔️
11. Traditional IRA | 1. Person | 1. Spouse | 1. 50 | 1. 72 | ✔️
12. Traditional IRA | 1. Person | 1. Non-Spouse | 1. 50 | 1. 72 | ✔️
13. Traditional IRA | 1. Person | 1. Minor Child | 1. 50 | 1. 72 | ✔️
14. Traditional IRA | 1. Person | 1. Disabled person | 1. 50 | 1. 72 | ✔️
15. Traditional IRA | 1. Person | 1. Chronically ill person | 1. 50 | 1. 72 | ✔️
16. Traditional IRA | 1. Entity | 1. The Estate | 1. 72 | ✔️
17. Traditional IRA | 1. Entity | 1. A Trust | 1. 72 | 1. Conduit Trusts | ✔️
18. Traditional IRA | 1. Entity | 1. A Trust | 1. 72 | 1. Discretionary Trust | ✔️
19. Traditional IRA | 1. Entity | 1. A Trust | 1. 72 | 1. Any other type of trust | ✔️
20. Traditional IRA | 1. Entity | 1. A Charity | 1. 72 | ✔️
21. SIMPLE IRA | 1. Person | 1. Spouse | 1. 50 | 1. 72 | ✔️
22. SIMPLE IRA | 1. Person | 1. Non-Spouse | 1. 50 | 1. 72 | ✔️
23. SIMPLE IRA | 1. Person | 1. Minor Child | 1. 50 | 1. 72 | ✔️
24. SIMPLE IRA | 1. Person | 1. Disabled person | 1. 50 | 1. 72 | ✔️
25. SIMPLE IRA | 1. Person | 1. Chronically ill person | 1. 50 | 1. 72 | ✔️
26. SIMPLE IRA | 1. Entity | 1. The Estate | 1. 72 | ✔️
27. SIMPLE IRA | 1. Entity | 1. A Trust | 1. 72 | 1. Conduit Trusts | ✔️
28. SIMPLE IRA | 1. Entity | 1. A Trust | 1. 72 | 1. Discretionary Trust | ✔️
29. SIMPLE IRA | 1. Entity | 1. A Trust | 1. 72 | 1. Any other type of trust | ✔️
30. SIMPLE IRA | 1. Entity | 1. A Charity | 1. 72 | ✔️
31. SEP IRA | 1. Person | 1. Spouse | 1. 50 | 1. 72 | ✔️
32. SEP IRA | 1. Person | 1. Non-Spouse | 1. 50 | 1. 72 | ✔️
33. SEP IRA | 1. Person | 1. Minor Child | 1. 50 | 1. 72 | ✔️
34. SEP IRA | 1. Person | 1. Disabled person | 1. 50 | 1. 72 | ✔️
35. SEP IRA | 1. Person | 1. Chronically ill person | 1. 50 | 1. 72 | ✔️
36. SEP IRA | 1. Entity | 1. The Estate | 1. 72 | ✔️
37. SEP IRA | 1. Entity | 1. A Trust | 1. 72 | 1. Conduit Trusts | ✔️
38. SEP IRA | 1. Entity | 1. A Trust | 1. 72 | 1. Discretionary Trust | ✔️
39. SEP IRA | 1. Entity | 1. A Trust | 1. 72 | 1. Any other type of trust | ✔️
40. SEP IRA | 1. Entity | 1. A Charity | 1. 72 | ✔️
41. Workplace Plan | 1. Person | 1. Spouse | 1. 50 | 1. 72 | ✔️
42. Workplace Plan | 1. Person | 1. Non-Spouse | 1. 50 | 1. 72 | ✔️
43. Workplace Plan | 1. Person | 1. Minor Child | 1. 50 | 1. 72 | ✔️
44. Workplace Plan | 1. Person | 1. Disabled person | 1. 50 | 1. 72 | ✔️
45. Workplace Plan | 1. Person | 1. Chronically ill person | 1. 50 | 1. 72 | ✔️
46. Workplace Plan | 1. Entity | 1. The Estate | 1. 72 | ✔️
47. Workplace Plan | 1. Entity | 1. A Trust | 1. 72 | 1. Conduit Trusts | ✔️
48. Workplace Plan | 1. Entity | 1. A Trust | 1. 72 | 1. Discretionary Trust | ✔️
49. Workplace Plan | 1. Entity | 1. A Trust | 1. 72 | 1. Any other type of trust | ✔️
50. Workplace Plan | 1. Entity | 1. A Charity | 1. 72 | ✔️

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RMD & QCD

partial list b/c external API fails

1. Traditional IRA | 1. b April 1961 | 1. IRA is small pct | ✔️
2. Traditional IRA | 1. b April 1961 | 1. IRA is large pct | ✔️
3. Rollover IRA | 1. b April 1961 | 1. IRA is small pct | ✔️
4. Rollover IRA | 1. b April 1961 | 1. IRA is large pct | ✔️
5. Inherited IRA | 1. b April 1961 | 1. IRA is small pct | ✔️
6. Inherited IRA | 1. b April 1961 | 1. IRA is large pct | ✔️
7. SIMPLE IRA | 1. b April 1961 | 1. IRA is small pct | ✔️
8. SIMPLE IRA | 1. b April 1961 | 1. IRA is large pct | ✔️
9. SEP IRA | 1. b April 1961 | 1. IRA is small pct | ✔️
10. SEP IRA | 1. b April 1961 | 1. IRA is large pct | ✔️
11. Typical 401(k) plan | 1. b April 1961 | 1. IRA is small pct | ✔️
12. Typical 401(k) plan | 1. b April 1961 | 1. IRA is large pct | ✔️

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Soc Security Situation Solver

1. Single | 1. b April 1960 | 1. Receiving benefits | 1. Less than 12 mos since claim | ✔️
2. Single | 1. b April 1960 | 1. Receiving benefits | 1. More than 12 mos since claim | ✔️
3. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Employed | 1. Qualifies for SS on own | 1. Worked 35yrs | 1. Makes more than before | 1. Earn above limit | ✔️
4. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Employed | 1. Qualifies for SS on own | 1. Worked 35yrs | 1. Makes more than before | 1. Earn below limit | ✔️
5. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Employed | 1. Qualifies for SS on own | 1. Worked 35yrs | 1. Makes less than before | ✔️
6. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Employed | 1. Qualifies for SS on own | 1. Haven't worked 35yrs | ✔️
7. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Employed | 1. Doesn't qualify for SS on own | ✔️
8. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Retired | 1. Qualifies for SS on own | 1. Worked 35yrs | 1. Makes more than before | 1. Earn above limit | ✔️
9. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Retired | 1. Qualifies for SS on own | 1. Worked 35yrs | 1. Makes more than before | 1. Earn below limit | ✔️
10. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Retired | 1. Qualifies for SS on own | 1. Worked 35yrs | 1. Makes less than before | ✔️
11. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Retired | 1. Qualifies for SS on own | 1. Haven't worked 35yrs | ✔️
12. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Retired | 1. Doesn't qualify for SS on own | ✔️
13. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Unemployed | 1. Qualifies for SS on own | 1. Worked 35yrs | 1. Makes more than before | 1. Earn above limit | ✔️
14. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Unemployed | 1. Qualifies for SS on own | 1. Worked 35yrs | 1. Makes more than before | 1. Earn below limit | ✔️
15. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Unemployed | 1. Qualifies for SS on own | 1. Worked 35yrs | 1. Makes less than before | ✔️
16. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Unemployed | 1. Qualifies for SS on own | 1. Haven't worked 35yrs | ✔️
17. Single | 1. b April 1960 | 1. Haven't claimed benefits | 1. Unemployed | 1. Doesn't qualify for SS on own | ✔️
18. Married | 1. b April 1960 | 1. Receiving benefits | 1. Less than 12 mos since claim | ✔️
19. Married | 1. b April 1960 | 1. Receiving benefits | 1. More than 12 mos since claim | ✔️
20. Married | 1. b April 1960 | 1. Haven't claimed benefits | 1. Employed | ✔️
21. Married | 1. b April 1960 | 1. Haven't claimed benefits | 1. Retired | 1. Has other income | 1. Prefers sooner | ✔️
22. Married | 1. b April 1960 | 1. Haven't claimed benefits | 1. Retired | 1. Has other income | 1. Can wait | ✔️
23. Married | 1. b April 1960 | 1. Haven't claimed benefits | 1. Retired | 1. No other income | ✔️
24. Widowed | 1. Married | 1. No dependent care child | 1. Married under 9 mos | ✔️
25. Widowed | 1. Married | 1. No dependent care child | 1. Married over 9 mos | 1. Didn't remarry | 1. Apr 1962 | 1. Entitled on own record | ✔️
26. Widowed | 1. Married | 1. No dependent care child | 1. Married over 9 mos | 1. Didn't remarry | 1. Apr 1962 | 1. Not entitled on own record | ✔️
27. Widowed | 1. Married | 1. No dependent care child | 1. Married over 9 mos | 1. Remarried | 1. Remarried after 60 | ✔️
28. Widowed | 1. Married | 1. No dependent care child | 1. Married over 9 mos | 1. Remarried | 1. Remarried before 60 | ✔️
29. Widowed | 1. Married | 1. Has dependent care child | 1. Apr 1962 | 1. Entitled on own record | ✔️
30. Widowed | 1. Married | 1. Has dependent care child | 1. Apr 1962 | 1. Not entitled on own record | ✔️
31. Widowed | 1. Divorced | 1. No dependent care child | 1. Didn't remarry | 1. Apr 1962 | 1. Entitled on own record | ✔️
32. Widowed | 1. Divorced | 1. No dependent care child | 1. Didn't remarry | 1. Apr 1962 | 1. Not entitled on own record | ✔️
33. Widowed | 1. Divorced | 1. No dependent care child | 1. Remarried | 1. Remarried after 60 | ✔️
34. Widowed | 1. Divorced | 1. No dependent care child | 1. Remarried | 1. Remarried before 60 | ✔️
35. Widowed | 1. Divorced | 1. Has dependent care child | 1. Didn't remarry | 1. Apr 1962 | 1. Entitled on own record | ✔️
36. Widowed | 1. Divorced | 1. Has dependent care child | 1. Didn't remarry | 1. Apr 1962 | 1. Not entitled on own record | ✔️
37. Widowed | 1. Divorced | 1. Has dependent care child | 1. Remarried | 1. Remarried after 60 | ✔️
38. Widowed | 1. Divorced | 1. Has dependent care child | 1. Remarried | 1. Remarried before 60 | ✔️
39. Divorced | 1. Spouse is alive | 1. Married < 10 yrs | ✔️
40. Divorced | 1. Spouse is alive | 1. Married > 10 yrs | 1. Divorced recently | 1. Ex has filed | 1. Remarried | ✔️
41. Divorced | 1. Spouse is alive | 1. Married > 10 yrs | 1. Divorced recently | 1. Ex has filed | 1. Not remarried | 1. Both 62 | 1. b April 1960 | 1. Claim before 67 | ✔️
42. Divorced | 1. Spouse is alive | 1. Married > 10 yrs | 1. Divorced recently | 1. Ex has filed | 1. Not remarried | 1. Both 62 | 1. b April 1960 | 1. Claim at 67 | ✔️
43. Divorced | 1. Spouse is alive | 1. Married > 10 yrs | 1. Divorced recently | 1. Ex has filed | 1. Not remarried | 1. Both 62 | 1. b April 1960 | 1. Claim after 67 | ✔️
44. Divorced | 1. Spouse is alive | 1. Married > 10 yrs | 1. Divorced recently | 1. Ex has filed | 1. Not remarried | 1. Both not 62 | ✔️
45. Divorced | 1. Spouse is alive | 1. Married > 10 yrs | 1. Divorced recently | 1. Ex has not filed | ✔️
46. Divorced | 1. Spouse is alive | 1. Married > 10 yrs | 1. Divorced 2+ yrs ago | 1. Remarried | ✔️
47. Divorced | 1. Spouse is alive | 1. Married > 10 yrs | 1. Divorced 2+ yrs ago | 1. Not remarried | 1. Both 62 | 1. b April 1960 | 1. Claim before 67 | ✔️
48. Divorced | 1. Spouse is alive | 1. Married > 10 yrs | 1. Divorced 2+ yrs ago | 1. Not remarried | 1. Both 62 | 1. b April 1960 | 1. Claim at 67 | ✔️
49. Divorced | 1. Spouse is alive | 1. Married > 10 yrs | 1. Divorced 2+ yrs ago | 1. Not remarried | 1. Both 62 | 1. b April 1960 | 1. Claim after 67 | ✔️
50. Divorced | 1. Spouse is alive | 1. Married > 10 yrs | 1. Divorced 2+ yrs ago | 1. Not remarried | 1. Both not 62 | ✔️
51. Divorced | 1. Spouse is alive | 1. Married 2x 10 yrs | 1. Divorced recently | 1. Ex has filed | 1. Remarried | ✔️
52. Divorced | 1. Spouse is alive | 1. Married 2x 10 yrs | 1. Divorced recently | 1. Ex has filed | 1. Not remarried | 1. Both 62 | 1. b April 1960 | 1. Claim before 67 | ✔️
53. Divorced | 1. Spouse is alive | 1. Married 2x 10 yrs | 1. Divorced recently | 1. Ex has filed | 1. Not remarried | 1. Both 62 | 1. b April 1960 | 1. Claim at 67 | ✔️
54. Divorced | 1. Spouse is alive | 1. Married 2x 10 yrs | 1. Divorced recently | 1. Ex has filed | 1. Not remarried | 1. Both 62 | 1. b April 1960 | 1. Claim after 67 | ✔️
55. Divorced | 1. Spouse is alive | 1. Married 2x 10 yrs | 1. Divorced recently | 1. Ex has filed | 1. Not remarried | 1. Both not 62 | ✔️
56. Divorced | 1. Spouse is alive | 1. Married 2x 10 yrs | 1. Divorced recently | 1. Ex has not filed | ✔️
57. Divorced | 1. Spouse is alive | 1. Married 2x 10 yrs | 1. Divorced 2+ yrs ago | 1. Remarried | ✔️
58. Divorced | 1. Spouse is alive | 1. Married 2x 10 yrs | 1. Divorced 2+ yrs ago | 1. Not remarried | 1. Both 62 | 1. b April 1960 | 1. Claim before 67 | ✔️
59. Divorced | 1. Spouse is alive | 1. Married 2x 10 yrs | 1. Divorced 2+ yrs ago | 1. Not remarried | 1. Both 62 | 1. b April 1960 | 1. Claim at 67 | ✔️
60. Divorced | 1. Spouse is alive | 1. Married 2x 10 yrs | 1. Divorced 2+ yrs ago | 1. Not remarried | 1. Both 62 | 1. b April 1960 | 1. Claim after 67 | ✔️
61. Divorced | 1. Spouse is alive | 1. Married 2x 10 yrs | 1. Divorced 2+ yrs ago | 1. Not remarried | 1. Both not 62 | ✔️
62. Divorced | 1. Spouse is deceased | 1. No dependent care child | 1. Didn't remarry | 1. Apr 1962 | 1. Entitled on own record | ✔️
63. Divorced | 1. Spouse is deceased | 1. No dependent care child | 1. Didn't remarry | 1. Apr 1962 | 1. Not entitled on own record | ✔️
64. Divorced | 1. Spouse is deceased | 1. No dependent care child | 1. Remarried | 1. Remarried after 60 | ✔️
65. Divorced | 1. Spouse is deceased | 1. No dependent care child | 1. Remarried | 1. Remarried before 60 | ✔️
66. Divorced | 1. Spouse is deceased | 1. Has dependent care child | 1. Didn't remarry | 1. Apr 1962 | 1. Entitled on own record | ✔️
67. Divorced | 1. Spouse is deceased | 1. Has dependent care child | 1. Didn't remarry | 1. Apr 1962 | 1. Not entitled on own record | ✔️
68. Divorced | 1. Spouse is deceased | 1. Has dependent care child | 1. Remarried | 1. Remarried after 60 | ✔️
69. Divorced | 1. Spouse is deceased | 1. Has dependent care child | 1. Remarried | 1. Remarried before 60 | ✔️

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Capital Gains Tax Rates

1. Single | 1. Income_Earned: 50000 | 1. CG_Gains_New: 20000 | ✔️
2. HOH | 1. Income_Earned: 50000 | 1. CG_Gains_New: 20000 | ✔️
3. Widower | 1. Income_Earned: 50000 | 1. CG_Gains_New: 20000 | ✔️
4. MFJ | 1. Income_Earned: 50000 | 1. CG_Gains_New: 20000 | ✔️
5. MFS LT | 1. Income_Earned: 50000 | 1. CG_Gains_New: 20000 | ✔️
6. #VARIABLE:Tax_Filing_Status! | 1. Income_Earned: 50000 | 1. CG_Gains_New: 20000 | ✔️

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Medicare

1. US Citizen | 1. b May 1959 | 1. Social Security | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
2. US Citizen | 1. b May 1959 | 1. Social Security | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
3. US Citizen | 1. b May 1959 | 1. Social Security | 1. MFJ | 1. MAGI of $100,000 | ✔️
4. US Citizen | 1. b May 1959 | 1. Social Security | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
5. US Citizen | 1. b May 1959 | 1. Social Security | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
6. US Citizen | 1. b May 1959 | 1. Railroad | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
7. US Citizen | 1. b May 1959 | 1. Railroad | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
8. US Citizen | 1. b May 1959 | 1. Railroad | 1. MFJ | 1. MAGI of $100,000 | ✔️
9. US Citizen | 1. b May 1959 | 1. Railroad | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
10. US Citizen | 1. b May 1959 | 1. Railroad | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
11. US Citizen | 1. b May 1959 | 1. Government Pension | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
12. US Citizen | 1. b May 1959 | 1. Government Pension | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
13. US Citizen | 1. b May 1959 | 1. Government Pension | 1. MFJ | 1. MAGI of $100,000 | ✔️
14. US Citizen | 1. b May 1959 | 1. Government Pension | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
15. US Citizen | 1. b May 1959 | 1. Government Pension | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
16. US Citizen | 1. b May 1959 | 1. Spouse | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
17. US Citizen | 1. b May 1959 | 1. Spouse | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
18. US Citizen | 1. b May 1959 | 1. Spouse | 1. MFJ | 1. MAGI of $100,000 | ✔️
19. US Citizen | 1. b May 1959 | 1. Spouse | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
20. US Citizen | 1. b May 1959 | 1. Spouse | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
21. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. < 30 Work Credits | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
22. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. < 30 Work Credits | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
23. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. < 30 Work Credits | 1. MFJ | 1. MAGI of $100,000 | ✔️
24. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. < 30 Work Credits | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
25. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. < 30 Work Credits | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
26. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. 30 to 40 Work Credits | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
27. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. 30 to 40 Work Credits | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
28. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. 30 to 40 Work Credits | 1. MFJ | 1. MAGI of $100,000 | ✔️
29. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. 30 to 40 Work Credits | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
30. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. 30 to 40 Work Credits | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
31. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. 40+ Work Credits | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
32. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. 40+ Work Credits | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
33. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. 40+ Work Credits | 1. MFJ | 1. MAGI of $100,000 | ✔️
34. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. 40+ Work Credits | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
35. US Citizen | 1. b May 1959 | 1. No Other Pension | 1. 40+ Work Credits | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
36. Permanent Legal Resident | 1. b May 1959 | 1. Social Security | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
37. Permanent Legal Resident | 1. b May 1959 | 1. Social Security | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
38. Permanent Legal Resident | 1. b May 1959 | 1. Social Security | 1. MFJ | 1. MAGI of $100,000 | ✔️
39. Permanent Legal Resident | 1. b May 1959 | 1. Social Security | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
40. Permanent Legal Resident | 1. b May 1959 | 1. Social Security | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
41. Permanent Legal Resident | 1. b May 1959 | 1. Railroad | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
42. Permanent Legal Resident | 1. b May 1959 | 1. Railroad | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
43. Permanent Legal Resident | 1. b May 1959 | 1. Railroad | 1. MFJ | 1. MAGI of $100,000 | ✔️
44. Permanent Legal Resident | 1. b May 1959 | 1. Railroad | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
45. Permanent Legal Resident | 1. b May 1959 | 1. Railroad | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
46. Permanent Legal Resident | 1. b May 1959 | 1. Government Pension | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
47. Permanent Legal Resident | 1. b May 1959 | 1. Government Pension | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
48. Permanent Legal Resident | 1. b May 1959 | 1. Government Pension | 1. MFJ | 1. MAGI of $100,000 | ✔️
49. Permanent Legal Resident | 1. b May 1959 | 1. Government Pension | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
50. Permanent Legal Resident | 1. b May 1959 | 1. Government Pension | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
51. Permanent Legal Resident | 1. b May 1959 | 1. Spouse | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
52. Permanent Legal Resident | 1. b May 1959 | 1. Spouse | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
53. Permanent Legal Resident | 1. b May 1959 | 1. Spouse | 1. MFJ | 1. MAGI of $100,000 | ✔️
54. Permanent Legal Resident | 1. b May 1959 | 1. Spouse | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
55. Permanent Legal Resident | 1. b May 1959 | 1. Spouse | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
56. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. < 30 Work Credits | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
57. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. < 30 Work Credits | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
58. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. < 30 Work Credits | 1. MFJ | 1. MAGI of $100,000 | ✔️
59. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. < 30 Work Credits | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
60. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. < 30 Work Credits | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
61. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. 30 to 40 Work Credits | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
62. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. 30 to 40 Work Credits | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
63. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. 30 to 40 Work Credits | 1. MFJ | 1. MAGI of $100,000 | ✔️
64. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. 30 to 40 Work Credits | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
65. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. 30 to 40 Work Credits | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
66. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. 40+ Work Credits | 1. Single | 1. MAGI of $100,000 | 1. No LCE | ✔️
67. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. 40+ Work Credits | 1. Single | 1. MAGI of $100,000 | 1. Had LCE | ✔️
68. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. 40+ Work Credits | 1. MFJ | 1. MAGI of $100,000 | ✔️
69. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. 40+ Work Credits | 1. MFS | 1. MAGI of $100,000 | 1. No LCE | ✔️
70. Permanent Legal Resident | 1. b May 1959 | 1. No Other Pension | 1. 40+ Work Credits | 1. MFS | 1. MAGI of $100,000 | 1. Had LCE | ✔️
71. Neither | ✔️

YUuNiqaBZJyNQOOmChLuy.md

IRAs

1. Single | 1. Below $138,000 | 1. Under 50 | ✔️
2. Single | 1. Below $138,000 | 1. Over 50 | ✔️
3. Single | 1. Above $138,000 | 1. Has 401K | 1. Under 50 | ✔️
4. Single | 1. Above $138,000 | 1. Has 401K | 1. Over 50 | ✔️
5. Single | 1. Above $138,000 | 1. No 401K | 1. Under 50 | ✔️
6. Single | 1. Above $138,000 | 1. No 401K | 1. Over 50 | ✔️
7. Single | 1. no earned income | ✔️
8. Married | 1. Below $218,000 | 1. 35 | 1. Spouse 34 | ✔️
9. Married | 1. Above $218,000 | 1. Has 401K | 1. Spouse has 401K | 1. 35 | 1. Spouse 34 | ✔️
10. Married | 1. Above $218,000 | 1. Has 401K | 1. Spouse has no 401K | 1. 35 | 1. Spouse 34 | ✔️
11. Married | 1. Above $218,000 | 1. No 401K | 1. Spouse has 401K | 1. 35 | 1. Spouse 34 | ✔️
12. Married | 1. Above $218,000 | 1. No 401K | 1. Spouse has no 401K | 1. 35 | 1. Spouse 34 | ✔️
13. Married | 1. no earned income | ✔️

ZbkFNfysK_OfikkQ8F1Y_.md

Taxation of benefits

1. Single | 1. $60,000 in SS income | 1. $40,000 in Gross Income | ✔️
2. Married | 1. $60,000 in SS income | 1. $40,000 in Gross Income | ✔️