Capital Gains Tax Strategies for Seniors

3 Capital Gains Tax Strategies for Seniors

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Planning for retirement taxes can be crucial to effectively managing your finances once you've left the workforce, especially if you're still investing to grow your wealth.

Worried about capital gains taxes in retirement? Discover 3 capital gains tax
strategies for seniors. Click here to learn more.

Smart Takeaways:

Standard rules apply: The once-exclusive home-sale tax break for people over 55 now applies to everyone.
Hold longer, tax less: Focusing on long-term investments may help keep realized gains in lower tax brackets.
Use smart shelters: Tax-advantaged accounts and strategic loss-offsetting may be viable options for retirees to curb capital-gains tax exposure.
Advisors may offer an advantage: A fiduciary financial advisor may be able to help weave these tactics into a broader retirement-tax strategy.

If you're looking for a way to decrease your tax burden, we recommend finding a financial advisor. They can help you understand your options and look for ways to save money on your tax bill, make smart investments, and plan for retirement.

Research suggests people who work with a financial advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement.¹

It's never too late to plan to work toward a comfortable retirement. Try SmartAsset's no-cost tool to find vetted financial advisors serving your area. Get your financial advisor matches today

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Working with an adviser may come with potential downsides such as payment of fees (which will reduce
returns). Past performance is not a guarantee of future results. There are no guarantees that working with an

adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential
conflicts of interest.

SmartAsset.com is not intended to provide legal advice, tax advice, accounting advice or financial advice
(Other than referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a
regulatory body in the United States). The article and opinions in this publication are for general information
only and are not intended to provide specific advice or recommendations for any individual. We suggest that
you consult your accountant, tax, or legal advisor with regard to your individual situation.

SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is
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We do not manage client funds or hold custody of assets, we help users connect with relevant financial
advisors.

Sources:
1. "Journal of Retirement Study Winter" (2020). The projections or other information regarding the likelihood
of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are
not guarantees of your future results. Please follow the link to see the methodologies employed in the
Journal of Retirement study

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Capital Gains Tax Strategies for Seniors

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