Can Capital Gains Push Me Into a Higher Tax Bracket?

EXPLORE

Society & Culture

© 2024 PodJoint

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/94/49/35/944935b4-fa48-9b04-4e0b-a68b3eed25bc/mza_3117610656733894205.jpg/600x600bb.jpg

Retirement Answers

Jacob Duke, CFP®

137 episodes

1 week ago

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more. Here's to learning everything you need to know to live out your dream retirement!

Show more...

All content for Retirement Answers is the property of Jacob Duke, CFP® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be! The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement. Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more. Here's to learning everything you need to know to live out your dream retirement!

Show more...

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/94/49/35/944935b4-fa48-9b04-4e0b-a68b3eed25bc/mza_3117610656733894205.jpg/600x600bb.jpg

Can Capital Gains Push Me Into a Higher Tax Bracket?

Retirement Answers

13 minutes

1 month ago

Can Capital Gains Push Me Into a Higher Tax Bracket?

The interaction between capital gains and normal income is often misunderstood, so in this episode, I share how capital gains affect your other income and how "income stacking" works.

I also share some unintentional drawbacks of capital gains that you have to watch out for.

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers

Other episodes mentioned: https://open.spotify.com/episode/1lGNMCcz8U7wyWSdNS0kNA?si=8fcecfdd482445cd

Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.