
Sign up to save your podcasts
Or


How long term capital gains are taxed is a source of confusion for many. Some of the questions I've heard--
Can long-term capital gains put me in a higher tax bracket for ordinary income?
Does my ordinary income affect my capital gains tax?
Is there really a 0% tax bracket for long term capital gains and how does it work.
To be clear, I am not a tax professional. I have spent a lot of time study this issue, particularly as I enter retirement with much lower ordinary income.
In this video we'll look at the mechanics of long term capital gains tax, including how to works with ordinary income and deductions. We'll also cover something called the bump zones, where ordinary income can push us into higher long term capital gains tax rates.
We'll cover three tax planning strategies in retirement and how long term capital gains tax can help us pay less in taxes.
By Rob Berger4.8
186186 ratings
How long term capital gains are taxed is a source of confusion for many. Some of the questions I've heard--
Can long-term capital gains put me in a higher tax bracket for ordinary income?
Does my ordinary income affect my capital gains tax?
Is there really a 0% tax bracket for long term capital gains and how does it work.
To be clear, I am not a tax professional. I have spent a lot of time study this issue, particularly as I enter retirement with much lower ordinary income.
In this video we'll look at the mechanics of long term capital gains tax, including how to works with ordinary income and deductions. We'll also cover something called the bump zones, where ordinary income can push us into higher long term capital gains tax rates.
We'll cover three tax planning strategies in retirement and how long term capital gains tax can help us pay less in taxes.

1,950 Listeners

455 Listeners

813 Listeners

1,347 Listeners

460 Listeners

542 Listeners

755 Listeners

547 Listeners

695 Listeners

617 Listeners

940 Listeners

348 Listeners

826 Listeners

590 Listeners

1,074 Listeners