That can help you save on taxes if you expect to be
in a lower tax bracket upon retirement.
Not exact matches
And even better if I'm at the 15 % or
lower tax bracket in retirement (
upon withdrawal) as the capital gains
tax rate is 0 %
in those
brackets.
This analysis leads me to believe the risk of paying
tax now only to find tHat you are
in a
lower bracket upon retiring is far greater than the opposite.
Unfortunately, most investors will be
in lower federal and state
tax brackets upon retirement since they will lose their primary sources of income (wages, salaries, commissions, bonuses, tips, etc.).