What are the exact tax implications of utilizing a mortgage recast to lower monthly payments versus investing a lump sum into a diversified index fund?
Download run
Fan-out diagram
The searches the AI actually ran for this prompt.
SEED QUERY
What are the exact tax implications of utilizing a mortgage recast to lower monthly payments versus investing a lump sum into a diversified index fund?
3 real searches · 1 real-search pass
IRS 2026 mortgage interest deduction acquisition indebtedness limit 750000 itemized deductions publication 936Google ↗
OBSERVED
IRS 2026 capital gains tax rates qualified dividends net investment income tax thresholds 2026Google ↗
OBSERVED
New York State 2026 capital gains tax treatment dividends interest income resident taxGoogle ↗
OBSERVED
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
Classifying 3 queries…
Searches and sources
ChatGPT3 real searches · gpt-6
IRS 2026 mortgage interest deduction acquisition indebtedness limit 750000 itemized deductions publication 936 Google ↗
IRS 2026 capital gains tax rates qualified dividends net investment income tax thresholds 2026 Google ↗
New York State 2026 capital gains tax treatment dividends interest income resident tax Google ↗
- Publication 550 (2025), Investment Income and Expenses · irs.gov
- Internal Revenue Bulletin: 2025-45 · irs.gov
- Topic no. 409, Capital gains and losses · irs.gov
- Net Investment Income Tax · irs.gov
- Topic no. 559, Net investment income tax · irs.gov
Queries
3 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
IRS 2026 mortgage interest deduction acquisition indebtedness limit 750000 itemized deductions publication 936 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS 2026 capital gains tax rates qualified dividends net investment income tax thresholds 2026 OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
New York State 2026 capital gains tax treatment dividends interest income resident tax OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |