5 ms·
If you’re at the limit for the middle capital gains bracket because of one-time gains and you can afford to wait, you should definitely defer liquidating assets
by c0pium 3y ago
If you’re at the limit for the middle capital gains bracket because of one-time gains and you can afford to wait, you should definitely defer liquidating assets to the following tax year.
- LVB 3y agoYeah this is important for planning, and it becomes even more complicated when you're trying to optimize with AMT involved, reclaiming credits, etc. These things require multi-year planning, and the expected tax bracket is a significant factor.