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018R | Capital Gains Harvesting | Never Pay Taxes Again | Part 2

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CHAPTER

Maximizing Tax Advantages with Capital Gains Harvesting and Roth Conversions

This chapter explores the benefits of capital gains harvesting and the strategy of utilizing Roth conversions to minimize taxes. It discusses a case study of a couple who maximize their 401k contributions and invest their leftover money in taxable accounts. The chapter also explains the concept of never paying taxes by relying on capital gains and highlights the importance of unrealized gains in determining the window for realizing gains tax-free.

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