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Good Tax discussion in morningstar

Tampabay
in Off-Topic
Re: What Was Your Best Investment-Related Tax Move? 02-23-2015, 2:00 PM | Post #3621788.....Just one thought, some good ones:

Long-term stock holding in a taxable account. Under current tax laws one can potentially realize a lot of capital gains during retirement and pay no income tax; just stay out of the 25% bracket. Almost as good as a Roth IRA, and with no contribution limits or income restrictions.

We'll see if the law holds... sigh. Duane


Comments

  • beebee
    Thanks for the heads up TB...I liked:
    "don't look a gift bear in the mouth". Remember to take (harvest) tax losses when possible.
  • rjb112
    Tampabay said:

    Under current tax laws one can potentially realize a lot of capital gains during retirement and pay no income tax; just stay out of the 25% bracket.

    A single filer gets into the 25% tax bracket starting at $36,901
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