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
 
   
   
ProEquities, Inc.
4505 Pine Tree Circle
Suite 101		 • Birmingham, AL • 35243
Phone: 205-970-4909 • Fax: 205-970-4910
• hholland@vision-financialgroup.com

Investment Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a registered broker-dealer and member FINRA & SIPC. Vision Financial Group, Inc. is independent of ProEquities, Inc. 

Please be advised that presently Hal Holland holds a Series 7, 63, 65 license and provides investment advice in the state of AL, FL, GA, NC, SC, TN, and TX. For residents of other states, proper license registration must be obtained by Mr. Holland before proceeding further. No parts of this communication should be construed as an offer to sell any security or provide investment advice or recommendations. Securities offered through ProEquities, Inc. will fluctuate and are subject to investment risks including possible loss of principal.

 Please Note: The information being provided is a courtesy. When you link to any of these web sites provided herewith, you are leaving this site. ProEquities makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Hal Holland's website and assume total responsibility and risk for your use of these sites.