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We've been pleasantly surprised by both our stocks and our taxes this year, finding ourselves in a low bracket, and having a portfolio that's performing beyond our wildest dreams. As such, it is not inconceivable that our portfolio "winnings" might eventually push us into a high(er) bracket, such that the benefits of holding long-term outweigh the benefits I've so far acheived by buying and selling here and there.

Can anybody guide me as to how I might figure out what that point is? I thought it would be as simple as taking capital gains and adding it to taxable income, and then looking at the bracket for that - but after doing our taxes, it seems to be not so simple (in this case, our cap gains were just thrown on top, and then the total taxed- but there must be a point where the capital gains start being a different rate (40%) than income tax...)

If it matters-
3 kids, homemaker wife, one job (plus Army reserves).

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