#capital gains
4 articles found
Qualified Opportunity Zone Investing: Tax Advantage
Opportunity Zone rules for 2026 and 2027: the Dec 31, 2026 tax bill, the new five-year deferral, 180-day timing, fund tests, and worked tax math.
Capital Gains Tax Strategies for 2026: Brackets, Timing, and the Rules That Changed
2026 capital gains brackets and NIIT, worked examples of timing sales, gifting stock under the new charitable rules, and why 2026 is odd for Opportunity Zones.
Investment Tax Planning for 2026: How Income Stacks, Roth Conversions, IRMAA, and the Hidden Rates Between Brackets
2026 investment tax planning: how dividends stack on other income, a Roth conversion example with hidden 27% to 30% rates, IRMAA and NIIT, and a calendar.
Tax-Loss Harvesting: Wash Sales, the $3,000 Limit, Lot Selection, and What Deferral Is Worth
How tax-loss harvesting works in 2026: wash-sale traps (IRAs, spouses, dividends), the $3,000 limit, lot selection, crypto rules, and deferral math.