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Personal Investments • Using up the 0% LTCG bracket

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This all totals to my AGI, lets say it’s $35,000.
So far I haven’t accounted for my qualified dividends and the LTCG, let’s say these total $10,000.
How much remaining head room do I have so that all LTCG are taxed at 0%?
It's the $16,625 amount.

Above that the marginal tax rate on more Roth conversions jumps to 27%, as shown in the chart at that link.

Statistics: Posted by FiveK — Tue Sep 17, 2024 7:27 pm — Replies 6 — Views 345



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