• The Tax Plan: Capital gains taxes and how to pay NO TAXES in retirement

  • Sep 9 2024
  • Length: 23 mins
  • Podcast

The Tax Plan: Capital gains taxes and how to pay NO TAXES in retirement

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  • Summary

  • The Tax Plan walks you through various tax planning strategies to help you keep more of your hard earned money. Today, we dive into the difference between short term and long term capital gains and how to effectively utilize long term capital gains in retirement to pay 0% in taxes. We also cover the concept of "stepping up" stock basis upon death and how to utilize low income years to increase stock basis.
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