Managing the Tax Impact of Capital Gains Stacking
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



