#capital-gains-taxes

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#retirement-planning #social-security-income #dividend-investing #income-portfolio-strategy #magi
Retirement
from24/7 Wall St.
4 hours ago

If You Have $480,000 Saved at 67 and Just Sold a Restaurant for $1.1 Million Cash, Here Is the Income Plan That Actually Holds

A post-sale, post-tax retirement portfolio can be sized using yield tiers to cover income needs above Social Security.
from24/7 Wall St.
5 months ago

A 55 Year Old With 2.5 Million Dollars in Apple Stock: Key Factors to Review Before Selling

He has accumulated $2.5M in Apple stock that was purchased three decades ago. Now, it is almost all capital gains. He wants to draw on this income to fund his first few years of retirement, but doing so would count as Modified Adjusted Gross Income (MAGI). This would likely trigger higher taxes. So, how does he get around it? Let's look at his situation and see what others can learn from it.
Apple
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