And Don’t Forget About Capital Gains

Capital Gains Taxes: Current Rates and Reduction Strategies

By Stephen W. Bedikian, AIF®, Associate Wealth Advisor   What are capital gains taxes? You’ve made a successful investment with a nice healthy gain and now you’re ready to sell and take a victory lap. But wait! Uncle Sam wants to share in your success, so you get to pay the IRS capital gains tax. Over the past 20 years, both the real estate and stock markets have appreciated enormously, and many investors are sitting on large unrealized capital …

And Don’t Forget About Capital Gains

The Big Beautiful bill would keep U.S. tax rates on businesses and investment as low as possible to keep America globally competitive.  That includes the 21% corporate rate and the lowering of the personal income tax rates across the board. But the capital gains rate remains too high at 23.8%, with states adding another roughly 3 points.  That’s higher than most of our key competitors. See chart. Lowering the cap gains rate to 15% and indexing t…