Today we’re going to focus on a specific tax planning strategy called “Capital Gains Tax Harvesting”. This strategy isn’t for everybody; however, if you meet the following criteria then you should seriously consider it:

If you check off these boxes, then you need to consider capital gains tax harvesting before the end of the year. When you’re in that 15% tax bracket, you pay $0 in federal taxes on the capital gains you realize. This is a very powerful strategy that you can use to increase your spending money, or reinvest right back into the same investments.

If you think this strategy might be a good idea for yourself or for someone you know, give me a call or send me an email. I would love to hear from you.