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
 

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. Calculators provided by Emerald Connect, Inc.

   
   
Andrew C. Harris
705 Washington Blvd. • Williamsport , PA • 17701
Phone: 570.322.4627 ext. 12
toll free 800.326.9642
mobile 570.419.6505 		• Fax: 570.322.5388
• andrew.harris@ingfp.com

Securities and investment advisory services offered through ING Financial Partners, Inc., member FINRA, SIPC.

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The information on this website is intended for use only by residents of the states listed below. Securities related services may not be provided to individuals residing in any state not listed.

We are registered to sell Securities in the following states:
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We are licensed to sell Insurance Products in the following states:
Colorado, Georgia, Iowa, Maryland, Minnesota, North Carolina, New Jersey, Ohio, Pennsylvania, Virginia, Wisconsin.

 

Securities and Investment Advisory Services offered through ING Financial Partners, Member SIPC.

705 Washington Blvd. Suite 100 Williamsport, PA 17701

The Comprehensive Financial Group and Jersey Shore State Bank are not subsidiaries of nor controlled by ING Financial Partners, Inc.

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