No. of Recommendations: 2
I sold into this rally as well, but started a bit too early. I hit the peaks nicely through the year but this bump exceeded my expectations. Each year I sell at a minimum the amount which is in the 0% capital gains bracket. Various other forms of income complicate the heck out of it, and the state of Oregon is one of the most expensive, but I aim for a rough approximation of our 0% federal allotment and sell. We are using much of the proceeds for living expenses so reallocation is not a big concern. For 2027 the 0% bracket for married couples is $102,100 of capital gains. If the price stays this high I might sell some more in January, earlier than usual.
