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Personal Investments • Re: Gifting ETFs or Cash?

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I have the ability to report income at the 0% cap gains bracket (up to $94,050) and 12% income tax bracket (up to $96,950). This gives me the opportunity to “top-off” these brackets by selling assets at these low tax rates.
It is not crystal clear to me from your wording that you know that these are not separated. That is, [assume taking the standard deduction] if you have $94,050 in long-term capital gains and another $62,300 in say interest income, then $62,300 - 32,300 (my standard deduction) = $30,000 comes first, leaving only $64,050 room for the 0% long-term capital gains tax rate. The remaining $30,000 of long-term capital gains will get taxed at 15%.

I'm not even sure if what I put in the previous paragraph is right.

Statistics: Posted by livesoft — Wed Jan 29, 2025 5:25 pm



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