The interaction between capital gains and normal income is often misunderstood, so in this episode, I share how capital gains affect your other income and how "income stacking" works.
I also share some unintentional drawbacks of capital gains that you have to watch out for.
👉 Book a call with me: https://www.rivertreewealth.com/get-started
✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers
Other episodes mentioned: https://open.spotify.com/episode/1lGNMCcz8U7wyWSdNS0kNA?si=8fcecfdd482445cd
Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions
Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
What is Retirement Answers?
Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!
The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.
Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.
Here's to learning everything you need to know to live out your dream retirement!