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
 
   
   
Anthony Petsis And Associates, Inc.
401 South State Street • Newtown , PA • 18940
Phone:

(215) 968-6638

 • Fax: 215-968-8732
www.apetsis.com • tony@apetsis.com

 

 

Anthony Petsis and Associates, Inc. is a registered investment advisor in the state of Pennsylvania. 
 

 

Securities offered through Transamerica Financial Advisors, Inc. (TFA), a Registered Broker/Dealer, member FINRA & SIPC. 1150 South Olive Street, T-25, Los Angeles, CA 90015. (213) 741-7702. Anthony Petsis is licensed to sell securities in AZ,CA,CO,CT,DE,FL,GA,MA,MD,NC,ND,NH,NJ,NM,PA,SC,VT, & WA . This web site should not be considered a solicitation in any other state. 

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