539: By the Numbers: The Real Math Behind Tax Gain Harvesting vs. Roth Conversions
Description
Could a counterintuitive tax move today potentially lead to thousands in savings — or an unexpected tax trap tomorrow?
In this episode, we discuss:
- Why some retirees intentionally harvest capital gains
- How the 0% bracket really works
- When it may make sense to pay capital gains taxes now
- How to evaluate tax gain harvesting vs. Roth conversions using long-term projections
- Key tax-planning windows before Social Security, RMDs, and spousal filing changes
Today's article is from the Best Interest blog titled, The Numbers Behind Tax-Gain Harvesting. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.
Show Notes: HowardBailey.com/539
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