Assignment
Build a household tax dashboard for the current year. Include projected AGI, projected marginal rate, current-year contribution status for every tax-advantaged account, and a plan for at least three tax-lever actions before December 31.
Deliverables
- — A one-page dashboard listing every tax-advantaged account with current-year contributions and remaining capacity.
- — A projected AGI and marginal rate for the year.
- — A written plan for three tax-lever actions to complete before December 31, with a target dollar impact for each.
- — A short reflection on which of the three actions the household is most likely to skip and why.
Rubric
- — Every tax-advantaged account is listed and current-year contributions are accurate.
- — Marginal rate is computed correctly, including state and payroll layers.
- — Each action names a specific dollar amount and a deadline before year-end.
- — The reflection is honest about the barriers the household faces.
Assignment
Applied work, submitted through your Scholar portfolio.