Our topic on this episode of the Ready for Retirement podcast is about understanding if capital gains can cause you to move into a higher tax bracket.

Questions to ask ourselves: Are there different tax brackets for Ordinary Income v. Capital Gains? When does it make most sense to realize Capital Gains? How should I be approaching tax planning as I near retirement? How should I be approaching tax planning if I’m already retired? How can I minimize my tax bill with proper tax planning, both for today and the future?

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

Reference Sheet: 2021 Important Numbers Tax Sheet

Are you ready to start focusing on the things that truly matter when it comes to your financial future?

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