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
 
   
   
The Financial Services Center, Inc - mutual funds, insurance, stocks, bonds, annuities, 401(k) rollover, retirement, planning
2 E. Main Street • Evansville, WI • 53536
Phone: 1-877-226-5828 x1110 • Fax: 608-882-6889
• jcollins@fscinvest.com rkleven@fscinvest.com

SII Investments, Inc. (SII), member FINRA, SIPC and a Registered Investment Advisor, is not affiliated with Union Bank & Trust Company, The Bank of Oregon or Financial Services Center.  Securities and advisory services offered through SII are *not insured by the FDIC or any other Federal Government agency, *not a deposit or other obligation of, or guaranteed by any bank or its affiliates, and *subject to risks including the possible loss of principal amount invested.  SII does not provide tax or legal advice.

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