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Manage Capital Gains Long-term Tax | Trailhead Planners MN
Trailhead Planners | Apr 3, 2023

How to Manage Capital Gains Tax

Tax Planning
Financial Planning
Retirement Planning
Too many people sell positions in their investment portfolio without fully thinking through or optimizing the tax consequences. It doesn’t have to be that way.
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Harvesting Gains in The 0% Capital Gains | Trailhead Planners
Trailhead Planners | Mar 1, 2023

Harvesting Gains in the Zero Percent Capital Gains Bracket

Tax Planning
Financial Planning
Retirement Planning
The 0% capital gains tax bracket is one of the most overlooked tax planning opportunities for retirees. How does it work?
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Edina Office

5151 Edina Industrial Blvd.
Suite 200
Edina, MN 55439

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819 SE Morrison St. Suite 220,
Portland, OR  97214

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