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 Asset Consulting Group, Inc.
410 S Orchard, Suite 112 • Boise, ID • 83705
Phone: (208) 333-9922 • Fax: (208) 386-9814
• 401k@assetconsultinggroup.com

 Mutual Funds, annuities, stocks, and other investments available through Financial Telesis, Inc. are not insured by the FINRA, SIPC nor are they obligations of or guaranteed by Financial Telesis, Inc. or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks including loss of some or all of the principal. 


Before proceeding further, please be advised that Financial Telesis, Inc., an SEC Registered Investment Advisor is currently licensed in all 50 states to provide investment advisory services.

Securities offered through Financial Telesis,Inc. Member FINRA/SIPC.



Financial advice offered through Financial Telesis, Inc., an SEC Registered Investment Advisor.

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