Financial planning

Keep more of the return you already earned

You control your tax drag more than you control your returns. Putting the right assets in the right accounts, harvesting losses correctly, and using the 0% capital gains bracket can add a meaningful amount per year without taking one unit of extra risk.

Coordinated with your CPA Asset location review No proprietary funds

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Tax-efficient investing is the part of the process you actually control. Nobody can promise you a return, but the tax treatment of an investment is set by rules you can read, and those rules are unusually favorable in 2026. Long-term capital gains and qualified dividends are taxed at 0% until taxable income exceeds $98,900 for joint filers, $49,450 for single filers, and $66,200 for heads of household, then at 15% up to $613,700 joint and $545,500 single, according to IRS Rev. Proc. 2025-32. Above those thresholds the rate is 20%, and a 3.8% net investment income tax can apply on top.

Four levers do most of the work. Asset location decides which account holds which asset, so tax-inefficient holdings like taxable bonds and real estate investment trusts sit inside tax-deferred accounts while broad equity index funds sit in taxable accounts where they generate little annual income and eventually qualify for a basis step-up. Tax-loss harvesting converts market volatility into a deduction. Fund structure matters, because ETFs and index funds distribute far less capital gain than actively managed mutual funds. And charitable timing, through donor-advised funds or qualified charitable distributions, can eliminate tax on income you were going to give away anyway.

Two 2026 details are worth flagging up front. The standard deduction rose to $32,200 for joint filers and $16,100 for single filers, which means fewer people itemize and bunching charitable gifts into a single year matters more. And new for 2026, itemizers can only deduct charitable contributions to the extent they exceed 0.5% of adjusted gross income, which increases the value of bunching and of qualified charitable distributions from an IRA.

None of this is a reason to hold a bad investment. Tax tail wagging the dog is its own mistake. Advisory services are offered through a registered investment adviser, we are not a tax preparer, and nothing here is individualized tax advice.

2026 figures

Long-term capital gains and qualified dividend brackets, 2026

Thresholds are taxable income, meaning after your standard or itemized deduction. Figures from IRS Rev. Proc. 2025-32.

RateSingleMarried filing jointlyHead of household
0%Up to $49,450Up to $98,900Up to $66,200
15%$49,451 to $545,500$98,901 to $613,700$66,201 to $579,600
20%Above $545,500Above $613,700Above $579,600
Net investment income taxAdds 3.8% above $200,000 MAGIAdds 3.8% above $250,000 MAGIAdds 3.8% above $200,000 MAGI
Standard deduction$16,100$32,200$24,150
Short-term gainsTaxed as ordinary income, up to 37%Taxed as ordinary income, up to 37%Taxed as ordinary income, up to 37%

The 3.8% net investment income tax thresholds are not indexed for inflation. State income tax applies on top in most states, and a few states tax capital gains as ordinary income, so your combined rate can be materially higher than the federal figure.

The levers

Where the tax savings actually come from

Ranked roughly by how much they are worth to a typical household.

  • Asset location. Moving taxable bond interest out of a brokerage account and into an IRA can save 0.2 to 0.5 percentage points a year with no change in risk.
  • Fund structure. Broad-market ETFs and index funds routinely distribute no capital gains, while active mutual funds can distribute 5% to 15% of value in a strong year.
  • Loss harvesting. Realized losses offset gains dollar for dollar, then up to $3,000 of ordinary income, with the remainder carried forward indefinitely.
  • Gain harvesting at 0%. In a low-income year, selling and repurchasing appreciated shares resets basis higher at no federal tax cost. The wash-sale rule does not apply to gains.
  • Holding period discipline. One year and one day separates a 37% top ordinary rate from a 20% long-term rate on the same profit.
  • Charitable timing. Donating appreciated shares instead of cash avoids the embedded gain entirely and still supports the full market value gift.
  • Withdrawal sequencing in retirement. Which account you spend from determines your taxable income, your Medicare premium, and how much of your Social Security is taxed.

Tax-loss harvesting and the wash-sale rule

Harvesting means selling a position that is below your cost basis to realize the loss, then reinvesting the proceeds so you stay in the market. Realized losses first offset realized capital gains of the same character, then offset the other character, then reduce ordinary income by up to $3,000 per year for joint or single filers. Anything left carries forward indefinitely, which is why a large harvest in a bad market can shelter gains for years.

The constraint is the wash-sale rule. If you sell at a loss and buy the same or a substantially identical security within 30 days before or 30 days after the sale, the loss is disallowed and instead added to the basis of the replacement shares. The window is 61 days total. Four details trip people up:

  • The rule applies across all your accounts, including your spouse's accounts and accounts at other brokerages.
  • Buying the replacement inside an IRA permanently destroys the loss rather than deferring it.
  • Automatic dividend reinvestment counts as a purchase, so turn it off in the position you are harvesting.
  • Two different index funds tracking the same index are risky ground. Swapping between funds tracking meaningfully different indexes is the common practice.

Harvesting defers rather than eliminates tax, because your replacement shares carry a lower basis. It creates real value when the deduction lands in a high-bracket year and the eventual gain is realized in a low-bracket year, when losses offset short-term gains taxed at ordinary rates, or when the shares are eventually donated or held until death.

Do not harvest into a lower-quality holding. The tax benefit of a loss at a 24% bracket is real but modest. Permanently owning a worse fund to capture it is not a trade worth making.

ETFs, mutual funds, and unwanted distributions

In a taxable account, fund structure is a tax decision. A mutual fund that must sell holdings to meet redemptions distributes the resulting capital gains to everyone still holding shares, including someone who bought last month and has no gain of their own. ETFs generally avoid this because redemptions happen in kind through authorized participants, and broad index ETFs frequently go years without distributing a capital gain at all.

Practical rules for taxable accounts. Prefer broad-market index ETFs or index mutual funds with low turnover. Check a fund's distribution history and its estimated year-end capital gain before buying in November or December, because you can inherit a distribution days after purchase. Avoid holding high-turnover active funds, high-yield bond funds and REIT funds in taxable accounts, since their income is taxed at ordinary rates.

The same logic applies in reverse: none of this matters inside an IRA or 401(k), where distributions have no current tax consequence. That is precisely why the tax-inefficient holdings belong there.

Municipal bonds and taxable-equivalent yield

Interest from most municipal bonds is exempt from federal income tax, and interest from bonds issued in your own state is often exempt from state tax too. The comparison you need is the taxable-equivalent yield: divide the muni yield by one minus your marginal tax rate. A 3.6% muni yield for someone in the 32% federal bracket equals 3.6% divided by 0.68, or 5.29% of taxable yield. In the 12% bracket the same bond is only worth 4.09% equivalent, which is why munis rarely make sense for lower-bracket investors or inside a retirement account.

Marginal federal rateMuni yield 3.0%Muni yield 3.6%Muni yield 4.2%
12%3.41%4.09%4.77%
22%3.85%4.62%5.38%
24%3.95%4.74%5.53%
32%4.41%5.29%6.18%
35%4.62%5.54%6.46%
37% plus 3.8% NIIT5.10%6.12%7.14%

Two cautions. Municipal interest is included in the calculation of how much of your Social Security benefit is taxable and in the modified adjusted gross income used for Medicare IRMAA surcharges, so tax-exempt does not mean invisible. And a small number of private activity bonds can trigger alternative minimum tax, though the 2026 AMT exemptions of $90,100 for unmarried and $140,200 for joint filers keep most households clear.

Donor-advised funds, QCDs, and the 0% bracket

Three techniques handle most charitable and low-bracket planning.

Donor-advised funds. You contribute cash or, better, appreciated securities in one year, take the deduction that year, and grant the money to charities over time. Donating shares you have held more than a year avoids the capital gain entirely while generally supporting a deduction for full fair market value. This pairs well with bunching: with a $32,200 joint standard deduction in 2026 and a new floor limiting itemized charitable deductions to amounts above 0.5% of adjusted gross income, concentrating several years of giving into one year is often the only way to get a deduction at all.

Qualified charitable distributions. If you are at least 70.5, you can direct money from an IRA to a qualifying charity and exclude it from income. The Congressional Research Service reports the 2026 limit at $111,000 per individual, up from $108,000 in 2025, with a one-time $55,000 option for a split-interest entity such as a charitable gift annuity or charitable remainder trust, per the CRS overview of qualified charitable distributions. A QCD can satisfy part or all of a required minimum distribution and, because it never enters adjusted gross income, it also helps with Social Security taxation and Medicare surcharges. That makes it better than a deduction for most retirees.

The 0% capital gains bracket. In a year when taxable income is low, early retirement, a sabbatical, a business loss, you can realize long-term gains at 0% federal tax. A joint filer with $60,000 of taxable income has roughly $38,900 of room before the 15% rate starts in 2026. Sell, immediately repurchase, and your basis resets higher with no federal tax owed. There is no wash-sale problem because the rule applies only to losses.

  • Map every holding to the right account type. Bonds and REITs into tax-deferred, broad equity into taxable, highest-growth into Roth.
  • Turn off dividend reinvestment in taxable accounts. Or at least in any position you might harvest.
  • Check estimated year-end distributions. Before buying an active fund in a taxable account in the fourth quarter.
  • Track your carryforward losses. They never expire and are worth planning around before you realize a large gain.
  • Give appreciated shares, not cash. And consider bunching multiple years into a donor-advised fund.
  • Use QCDs after 70.5. Up to $111,000 in 2026, and route it before you take the rest of your RMD.
  • Project taxable income every November. That is when you still have time to harvest losses, harvest gains at 0%, or adjust withdrawals.

Federal figures change annually and state treatment varies, so confirm your own numbers with a tax professional before acting. Advisory services are offered through a registered investment adviser, and this page is educational only.

Questions

Frequently asked questions

What is the 0% capital gains bracket in 2026?

Long-term gains and qualified dividends are taxed at 0% federally until taxable income exceeds $49,450 for single filers, $98,900 for joint filers, and $66,200 for heads of household, per IRS Rev. Proc. 2025-32. Because those thresholds are measured after your standard deduction of $16,100 or $32,200, a joint filer can have well over $130,000 of gross income and still have room at 0%.

How does the wash-sale rule work?

If you sell a security at a loss and buy the same or a substantially identical security within 30 days before or after the sale, the loss is disallowed and added to the basis of the replacement shares. It applies across all your accounts and your spouse’s, and buying the replacement in an IRA destroys the loss permanently rather than deferring it.

Are ETFs more tax efficient than mutual funds?

Usually in taxable accounts, yes. The in-kind redemption mechanism means broad-market ETFs often distribute no capital gains, while a mutual fund that sells holdings to meet redemptions passes those gains to remaining shareholders. Inside an IRA or 401(k) the difference is irrelevant, since distributions have no current tax effect.

When do municipal bonds make sense?

When your taxable-equivalent yield beats comparable taxable bonds, which generally means a marginal federal rate of 24% or higher, especially in a high-tax state. Divide the muni yield by one minus your marginal rate to compare. Munis almost never belong inside a retirement account, where the exemption is wasted.

What is a qualified charitable distribution worth?

More than a deduction for most retirees. The 2026 limit is $111,000 per person according to the Congressional Research Service, the amount can count toward your required minimum distribution, and it never enters adjusted gross income. That protects you on Social Security taxation and on Medicare IRMAA thresholds, which a charitable deduction does not.

Should I put bonds in my Roth or my traditional IRA?

Generally the traditional account. Bond interest is ordinary income, and holding bonds in the traditional IRA keeps the account with the lower expected growth as the one you will eventually pay tax on. Reserve the Roth for your highest expected return assets, since tax-free compounding is worth the most where growth is largest.

Find the tax drag in your portfolio

We will review asset location, fund structure, carryforward losses and charitable timing, then hand the plan to your CPA in writing.