Key insights
- The content discusses capital gains tax thresholds for 2026, specifically the income limits to stay within the 15% long-term capital gains tax rate. While relevant to individual financial planning, it doesn't present a significant leading indicator for overall US equity market movements. The information is about tax implications, not market drivers.
Google says: "In 2026, you can stay within the 15% long-term capital gains tax rate if your total taxable income (including the gain) is up to $545,500 for single filers or $613,700 for married filing jointly."
Our joint income last year was $200k. Does the $613,700 threshold INCLUDE the $200k? I'm trying to figure out how much long stock I can sell, and stay within the 15% capital gains tax rate. The way I read it, the $613,700 INCLUDES our other income. Just want to be sure before I give Uncle Sam an extra 5%. TIA