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
 
   
   
JSB Financial, LLC Financial Consultants
100 Commerce Boulevard
Suite 100		 • Wilkes-Barre, PA • 18702
Phone: (570) 822-1651 • Fax: (570) 822-1652
• jbaun@nationsfg.com



 Investment and advisory products and services offered through Nations Financial Group, Inc., Member FINRA/SIPC, a Registered Investment Advisor. JSB Financial, LLC is a separate entity and not affiliated with Nations Financial Group, Inc. Availability of investment services subject to applicable licensing requirements. Please see Disclosures for more details.

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