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
 
   
   
Millenia Advisors, LLC.
1350 Timberlake Manor Parkway - Suite 460 • Chesterfield, MO • 63017
Phone: 636.777.7780
Toll Free 866.583.1001 		• Fax: 636.530.1049
• lneumann@milleniallc.com

1350 Timberlake Manor Parkway - Suite 460, Chesterfield, MO 63017
Phone: 636.777.7780   Fax: 636.503.1049    Email: lneumann@milleniallc.com

Securities offered through Securities Service Network, Inc,
A registered broker/dealer. Member FINRA & SIPC.

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