Correlation Between Capital Gains and Age

Wealth advisors were somewhat surprised when a new study came out showing that capital gains are closely tied to age. Capital gains reported to the IRS rises steadily as age increases. The only exception is that the 45-55 year range reported more capital gains than the 55-65 year range.

For more statistics, see Capital Gains Rise with Age, Not Just Wealth, Private Wealth, July 27, 2010.

Special thanks to Joel Dobris (Professor of Law, UC Davis School of Law) for bringing this to my attention.