A Retired Couple With $40,000 of Pension Income Can Sell $50,000 of Appreciated Stock Before Dec. 31 and Pay $0 Capital Gains Tax. Convert $80,000 to a Roth the Same Year and About $24,000 of That Gain Gets Taxed at 15%
A pension of $40,000 and a $50,000 stock gain sound like a recipe for a tax bill, but…
