Roth conversion vs 0% LTCG

4 votes

I think it would be helpful to go through a decision tree or diagram that goes through different scenarios of either doing a roth conversion at a low income tax rate or selling securities in a brokerage account and getting 0% tax rate for LTCG. Both of these would be in the 12% bracket more than likely.

Done Suggested by: John Upvoted: 22 Dec, '21 Comments: 0

Comments: 0