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
 
   
   
Socially Responsive Financial Advisors
P.O. Box 1352 • Bellingham, WA • 98227
Phone: Bellingham :360/ 392-8517 or in Eugene: 541/686-1908 • Fax: 360/859-1415
• Laurie@ResponsiveFinancial.com

Socially Responsive Financial Advisors


First Affirmative Financial Network, LLC


Laurie McClain, Accredited Investment Fiduciary(R)


P.O. Box 1352, Bellingham, WA  98227

Phones: Bellingham - 360/392-8517   ♦   Eugene -  541/686-1908

FAX 360/859-1415

Laurie@ResponsiveFinancial.com 


Investment Advisory Representative of First Affirmative Financial Network, LLC. First Affirmative Financial Network (FAFN) is an independent Registered Investment Advisor (SEC File #801-56587). FAFN  and Socially Responsive Financial Advisors (SRFA) are unaffiliated entities. SRFA is not a registered investment advisor.

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