The coming Summer 2026 Newsletter has a special Tax article that is great IMHO.. Mostly follow up thoughts, reminders, pro-tips and analysis of not only the 2025 Tax season but looking forward!
In completing the article in longer format, being the Newsletter, a reference to the Tax Foundation and tax rates all the way back to the 1800s was completed.
The purpose of the graph was to show approximate rates over the years…and came out really good, again IMHO !
The point was to remind coming off the 2025 Tax Season – We generally want to pay some taxes all the time, as deferring everything now, may cause greater taxes at a possible higher rate in the future …
Graph of Top Marginal rates over the years
So we want to walk the fine line of paying some taxes now, never more than we should, but keeping in mind when we do major deferrals that drop our income way down, it may cause more taxes at higher rates in the future…
Yea, its a tricky line! We do not know what rates will be in the future, so we hedge ourselves a bit, and pay as little as mandated along the way…but some for sure!
Have a Great “A little taxes along the way” Day!
John A. Kvale CFA, CFP
AI Content Authenticity: AI generated the Graph for Tax Foundation numbers All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note when appropriate.
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
