Talk:Tax-adjusted asset allocation

Reader feedback: This statement is not correc...
70.95.184.165 posted this comment on 1 January 2015 (view all feedback).

"This statement is not correct: ' If you expect to retire in a 15% tax bracket, you can neglect any federal tax on qualified dividends and capital gains in retirement.'. The 0% tax is limited to cap gains less than the difference between 73.5k (for 2013) and your taxable income. Any LTCG over that is taxed at 15%."

Any thoughts?

LadyGeek 15:43, 1 January 2015 (CST)