Other Ways to Supplement Your Retirement Income
- Introduction
- Reverse Mortgage
- Sale and Leaseback of Your Home
- Nonqualified Deferred Compensation Plans
- Income Deferral Programs
- Other Investments for Retirement
- Comparing Taxable and Tax-Exempt Yields
- Capital Gains Tax Rates
- Tax Rate on Dividends
- Comparing Tax-Advantaged Investing to Other Investing
- Investing in Growth Stocks or Growth Mutual Funds
Capital Gains Tax Rates
The maximum tax rate on net long-term capital gains is 20% in 2020 for individuals above the top income tax bracket threshold. For the middle brackets it is 15%. Investments must be held for more than one year to qualify for these preferential rates. Gains on property held for one year or less are treated as short-term capital gains, subject to tax at the same rates as ordinary income.
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Member FINRA/SIPC. Osaic Institutions and the bank are not affiliated. Products and services made
available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and
are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These
products are subject to investment risk, including the possible loss of value.
