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
 
   
   
Perret Financial
300 Vestavia Parkway
Ste 2300		 • Birmingham, AL • 35216
Phone: 205-795-2043 Toll Free: 1-800-654-0617 • Fax: (205) 823-7758
• paul@perretfinancial.com
Currently Licensed in Alabama, Georgia, Louisiana, Mississippi, North Carolina and Tennessee. License Held: 6, 63 and 65
 
Investment Advisory services offered through Investment Advisors, a division of ProEquities, Inc.
A Registered Investment Advisor. Registered Representative, ProEquities, Inc. A Registered Broker, Dealer, and Member FINRA & SIPC.
  Perret Financial is independent of ProEquities, Inc.