How to Pay 0% Capital Gains Tax

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!

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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!