Squeezing Into 0% Capital Gains & The Non-Deductible IRA Trap cover art

Squeezing Into 0% Capital Gains & The Non-Deductible IRA Trap

Squeezing Into 0% Capital Gains & The Non-Deductible IRA Trap

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Can you lower your income on purpose to hit the 0% capital gains bracket? Should you pull the trigger on Roth conversions while still making peak salary? And is there ever a good reason to make a non-deductible Traditional IRA contribution if you aren't doing a Backdoor Roth?

On this mailbag episode, Dan and Ross answer three tactical listener questions about managing tax brackets, avoid the IRS pro-rata rule, and time income strategies before retirement.

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