Tax-Gain Harvesting
InvestingStrategically selling appreciated investments in years with low income to take advantage of the 0% long-term capital gains rate.
Example
Example: Consider an investor building a $100,000 portfolio. Tax-Gain Harvesting — strategically selling appreciated investments in years with low income to take advantage — directly affects investment strategy and long-term returns. Getting this concept right can mean tens of thousands of dollars in difference over a 20-year period. Model your portfolio with our investment calculator.