CTRosarian
Well-known member
- Joined
- Oct 15, 2021
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Tax arbitrage.
I retired early in the year to put myself in a lower tax bracket.
The benefit of being in the lowest tax bracket is the possibility of paying 0% in Long Term Capital gains to the IRS.
If capital gains are too high that may be adjusted by taking a loss. Gotta stay in the bracket!
This can allow you to take paper profits out of a 401k with a minimal tax hit.
I retired early in the year to put myself in a lower tax bracket.
The benefit of being in the lowest tax bracket is the possibility of paying 0% in Long Term Capital gains to the IRS.
If capital gains are too high that may be adjusted by taking a loss. Gotta stay in the bracket!
This can allow you to take paper profits out of a 401k with a minimal tax hit.
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