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Retirement tax questions
There can also be an additive effect on your tax bracket rate if additional ordinary income pushes long-term capital gains from the 0% long-term capital gains rate to the 15% rate, increasing your marginal tax rate to 15% more than your tax bracket rate. That will happen until all of your long-term capital gains are taxed at 15%. This happens again at a much higher AGI (somewhere over $400,000 depending on your filing status) where the long-term capital capital gains rate transitions to 20%.
‎January 19, 2020
9:19 AM