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Marginal Tax Rate

The rate applied to the next dollar of taxable income.

A marginal tax rate is the rate that applies to the next dollar of taxable income. For Roth conversion modeling, the marginal rate reached by the conversion can differ from the average effective tax rate across the entire conversion.

Related terms

Federal Tax BracketState Marginal Tax RateBreak-Even Year

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Open the Roth Conversion Calculator to see how this term appears in educational scenario modeling.

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This Roth Conversion Calculator is for educational and illustrative purposes only. It does NOT constitute tax, financial, legal, or investment advice. The calculation results are based on the information you provide and the latest IRS tax rules, which are subject to change. We do not guarantee the accuracy of the results. Please consult a licensed Certified Public Accountant (CPA), financial advisor, or tax professional before making any financial decisions.