Sandbox Concept

Capital Gains Stacking Map

This sandbox shows how conversion income can stack underneath long-term capital gains and qualified dividends, pushing more gains from the 0% band into higher capital gains brackets.

--Extra Capital Gains Tax Caused By Conversion
--Gains Pushed Out Of 0% Band
--Total Federal Capital Gains Tax After
--State Tax On Gains

Visual Impact

Capital Gains Band Usage

Before vs after conversion

Calculation Detail

Federal Capital Gains Tax Before And After

BandBeforeAfterTax Difference