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Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Can Capital Gains Push Me Into a Higher Tax Bracket?

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Manage episode 506930574 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The interaction between capital gains and normal income is often misunderstood, so in this episode, I share how capital gains affect your other income and how "income stacking" works.

I also share some unintentional drawbacks of capital gains that you have to watch out for.

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers

Other episodes mentioned: https://open.spotify.com/episode/1lGNMCcz8U7wyWSdNS0kNA?si=8fcecfdd482445cd

Email: [email protected]
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

132 episodes

Artwork
iconShare
 
Manage episode 506930574 series 3436785
Content provided by Jacob Duke, CFP® and Jacob Duke. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacob Duke, CFP® and Jacob Duke or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The interaction between capital gains and normal income is often misunderstood, so in this episode, I share how capital gains affect your other income and how "income stacking" works.

I also share some unintentional drawbacks of capital gains that you have to watch out for.

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ Get your Important Numbers 2025 PDF here: https://www.rivertreewealth.com/2025-important-numbers

Other episodes mentioned: https://open.spotify.com/episode/1lGNMCcz8U7wyWSdNS0kNA?si=8fcecfdd482445cd

Email: [email protected]
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

  continue reading

132 episodes

All episodes

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