The IRS has unveiled the capital gains tax brackets for 2026, with higher earnings limits for the 0% rate. That could offer tax planning opportunities for many investors, financial experts say.
The bigger limit is "pretty incredible, especially in years like this where the market's been roaring," said Tommy Lucas, a certified financial planner at Moisand Fitzgerald Tamayo in Orlando, Florida. His firm is ranked No. 69 on CNBC's Financial Advisor 100 list for 2025.
Despite recent volatility, the S&P 500 was still up nearly 14% year-to-date as of Tuesday afternoon. The index also soared by more than 23% in 2024.
More from CNBC's Financial Advisor 100:
Here's a look at more coverage of CNBC's Financial Advisor 100 list of top financial advisory firms for 2025:
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