Long term capital gains get special treatment in the tax code. However, this special treatment tends to generate questions such as, will capital gains push me into a higher tax bracket? Or, what happens if my capital gain goes over the 0% rate threshold? This is a relatively technical subject that requires some foundational knowledge. We tackle it in this video with a few examples of how the ordering rules dictate the tax rate(s) when a taxpayer has multiple types of income.
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👉 My professional focus is retirement planning for individuals age 55+. Please visit my website or reach out for a complimentary planning session. Thanks for watching! 😀
Ted Erhart, CFP®
Financial Planner
Anoka, Minnesota
www.norrislakeretirement.com
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