How to Pay 0% Capital Gains Tax episode artwork

EPISODE · Sep 19, 2023 · 15 MIN

How to Pay 0% Capital Gains Tax

from Retirement Answers · host Jacob Duke, CFP®

Tax planning in retirement is a crucial piece in a successful retirement plan. We often think about Roth conversions and tax-loss harvesting as the primary ways to lower your tax bill in your retirement years.But many forget about an opportunity right in front of them... Tax-gain harvesting!This is when you can use the long-term capital gains tax rates to your advantage by intentionally realizing gains when your income is low. By doing this you can achieve a 0% capital gains rate on your investment gains!Want help with your retirement plan?👇🏼☎️ Book a call with me: https://calendly.com/jacobduke/intro✉️ Email me: [email protected] your question here: [email protected]: https://www.youtube.com/@retirementanswers#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity

Episode metadata supplied by the publisher feed · Published Sep 19, 2023

Embed this episode

NOW PLAYING

How to Pay 0% Capital Gains Tax

0:00 15:35

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Retirement Answers?

This episode is 15 minutes long.

When was this Retirement Answers episode published?

This episode was published on September 19, 2023.

Can I download this Retirement Answers episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!