SOCIAL SECURITY TAX TORPEDO & CAPITAL GAINS BUMP ZONE (VIDEO)

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The Social Security Tax Torpedo and Capital Gains Bump Zone

This video highlights two pitfalls I regularly see people falling into during retirement. The first is the Social Security tax torpedo, and the second is the capital gains bump zone.

I first provide an animated illustration to show how ordinary income and capital gains taxes interact. Then, I use this framework to illustrate these pitfalls.

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More information

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