American Association of Individual Investors

American Association of Individual Investors

Managing the Tax Impact of Capital Gains Stacking

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AAII
Apr 06, 2026
∙ Paid

Charles Rotblut leads a class in AAII’s new Essential Investing Video Course. Go to https://www.aaii.com/ves for more information and to subscribe.

  • How capital gains stacking works and why investment income is taxed based on how it layers on top of ordinary income

  • Why crossing tax thresholds can raise effective marginal tax rates on both income and investments

  • Tax-planning strategies to manage taxes and improve aftertax returns

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