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 less than 12 months, 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
 
   
   
Stafford Wealth Management, LLC
2538 Anthem Village Drive, Suite 115 • Henderson, NV • 89052
Phone: (702) 433-2008 (Toll-Free) (800) 294-2455 • Fax: (702) 433-2009
www.StaffordWealthManagement.com • bill@staffordwealthmanagement.com

 

William Stafford is an Investment Advisor Representative of, and offers Securities and Investment Advisory Services through Woodbury Financial Services, Inc., PO Box 64284, St. Paul, MN 55164 (800) 800-2638, Member FINRA, SIPC and Registered Investment Advisor. Stafford Wealth Management, LLC and Woodbury Financial Services, Inc. are not affiliated entities.
 
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