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
 
   
   
Capital Wealth Management, LLC
628 Hebron Ave
Building 2, Suite 216		 • Glastonbury, CT • 06033
Phone: (860) 659-8200
Toll-free: (877) 498-8880		 • Fax: (860) 659-4600
• info@capitalwm.com

We are licensed to sell Insurance Products in the following states:
Connecticut, Florida, Massachusetts, North Carolina, New York, Ohio, South Carolina, Virginia.

We are registered to sell Securities in the following states:
Connecticut, Florida, Georgia, Massachusetts, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Virginia, Vermont.

Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.  Fixed insurance products and services offered by Capital Wealth Management, LLC are separate and unrelated to Commonwealth.