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I didn’t see it in the article, but I would be interested in seeing the federal taxes on long term capital gains.

I’m able to get my taxable income low enough to step up in basis at the 0% rate in my taxable brokerage. I would be interested in an article regarding optimizing that process.

If you need more to write about then you could compare the costs and benefits of Roth conversions vs stepping up in basis from a tax standpoint.


Brandon the librarian

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