How to Pay 0% in Capital Gain Tax

The Retirement Power Hour

Joe Allaria에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Joe Allaria 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

11M ago 18:40

MP3•에피소드 홈

Is it even possible to pay 0% in Capital Gains Tax? In this episode of the Retirement Power Hour, Joe Allaria, CFP®, explains 4 strategies to NOT pay any capital gains tax, including gain harvesting, donating appreciated shares of securities, tax-loss harvesting, and not selling at all (but instead leaving your shares to your heirs).
If you enjoyed this episode, make sure to check out our last podcast on How to Not Fail at Retirement with Author Mike Drak.
Resources Mentioned on the Show:
Smart Charitable Giving: How to Receive the Full Tax Benefits of Your Giving [VIDEO]
Charitable Donations Using Stock, Not Cash [BLOG]

Listener Question
I am 65 years old. I am a self-employed contractor and am earning (as an employee) 36K per year. I do not want to retire, but I want to collect social security benefits and keep working. My estimated yearly SS benefit is 26K. I can earn 21K as an employee. I plan to keep working, then at full retirement age collect 36K in wages from the business. Does this plan make any sense?
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Disclaimer:
All material discussed on this podcast is for educational purposes only and should not be construed as individual tax, legal, or investment advice. Investing involves risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. Joe Allaria is an Investment Adviser Representative of , a Registered Investment Advisory firm. Information discussed on this podcast may be derived from third parties that are believed to be reliable, but CarsonAllaria Wealth Management does not control or guarantee the accuracy or timeliness of such information and disclaims all liability for damages resulting from such sources. Any references to third parties are provided as a convenience and do not constitute an endorsement.
Learn more about CarsonAllaria Wealth Management at https://carsonallaria.com/.