Capitalizing on the 0% Capital Gains Tax Rate: Interview with Mike Switzer on SC Business Review

Stephen E. Maggard Wealth Planning

If you’ve been investing in the financial markets for a long time, you could have a portfolio that has grown significantly in value. Which could present a tax problem. However, there is a way to avoid some of these capital gains, and it involves tax planning across generations.

Mike Switzer interviews Abacus Advisor Stephen Maggard, CFP®.

abacus lowercase a logo