Capital Gains Taxes  

Knowing when to sell an asset is a difficult part of investing. Reasons for selling a stock, bond, or mutual fund may include:

  • Rebalancing a portfolio
  • Profit taking
  • Stopping further losses
  • A higher potential rate of return on an alternate investment
  • Cash needed for expenses

The tax consequences may be the most important part of your decision. Short-term gains are taxed at your highest marginal income tax rate, while long-term gains are taxed at lower long-term capital gains rates.

The calculator will estimate potential capital gains taxes. If you have owned the investment for 12 months or less, capital gains are considered Short-Term. If you have owned the investment for more than 12 months, capital gains are considered Long-Term.

     

What is the current value of the investment being considered for sale?

$

What is your cost basis? (What did you initially pay for the investment?)

$

What is your federal marginal income tax bracket?

Have you owned this investment for longer than 12 months?

YesNo
 
   
   
Michael Tomren
1908 Tice Valley Blvd Suite C • Walnut Creek, CA • 94595
Phone: 925-256-8100 or 800-480-8740 • Fax: 925-256-8338

 

 

 

 

 

 *Securities offered through FSC Securities Corporation, Member FINRA/SIPC. Investment Advisory Services offered through The Retirement Group, a Registered Investment Advisor not affiliated with FSC Securities Corporation. 

 

 

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