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WCI #410: Taxes in Retirement, Tax Gain Harvesting, and Avoiding Probate
White Coat Investor Podcast
Tax Gain Harvesting Strategies
This chapter delves into tax gain harvesting related to UGMA accounts for children, explaining the benefits and limitations of realizing capital gains within the 0% bracket. It also presents a hypothetical early retirement scenario, discussing tax-efficient strategies for using retirement and taxable accounts while including insights on the real estate market.
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