Thoughts on minimizing taxes and maximizing ACA subsidies.| Go Curry Cracker!
Evaluating the overall financial impact of moving to California, including taxes and health insurance premiums. Now and in the long term.| Go Curry Cracker!
In the tax minimization game, which is more important, Roth conversions or capital gain harvesting? I explore the two in this post.| Go Curry Cracker!
The FEIE can result in significant reductions in taxable income and adjusted gross income, leading many to assume there is an opportunity for harvesting large capital gains.| Go Curry Cracker!
For 5 years now we had income of $100,000 and paid $0 in income tax. Roth conversions and capital gain harvesting mean future income will be tax free too.| Go Curry Cracker!
Over the long term, a greater percentage of stock sales become capital gains. The tax impact can be significant. Capital gain harvesting is a solution.| Go Curry Cracker!