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
What this episode covers
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
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How to Pay 0% Capital Gains Tax
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