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]

Submit your question here: [email protected]
YouTube: https://www.youtube.com/@retirementanswers

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity