How To Pay ZERO Taxes on Capital Gains (Legally!)

Описание: Want to keep more of your investment gains legally? This video breaks down capital gains taxes in plain English and shows you how to qualify for long‑term treatment, including a real 0% capital gains example with simple numbers. You’ll see how federal brackets (0% / 15% / 20%), state taxes, and the 3.8% Net Investment Income Tax interact, along with the specific moves that shift more of your wealth from ordinary income to capital gains for a lower bill.

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What you’ll learn

Long‑term vs short‑term: why holding 12 months can drop your rate from ordinary income levels to 0%/15%/20% capital gains.
How the brackets stack: fill each bucket (not a cliff); how NIIT (3.8%) and state capital gains taxes layer on.
0% example: an illustrative case with $95k total income ($50k ordinary + $45k long‑term gains) that qualifies gains for the 0% bracket under the threshold.
Strategy shift: prioritize long‑term assets and structure exits (e.g., business sales) for capital‑gains treatment; avoid yield plays that create ordinary income (e.g., hard‑money interest).
Lifetime planning mindset: why capital‑gains optimization is a multi‑year project and not a one‑April scramble.
Former MLB pitcher & CFP® | Co‑Founder, Moment Private Wealth

Education only,not tax, legal, or investment advice. Rates, thresholds, and laws change by year and filing status; state taxes vary. Consult a qualified CPA/CFP/attorney for your situation.