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
 
   
   
Ostrove Group
4 New King Street • White Plains
, NY		 • 10604
Phone: (914) 428-4095 • Fax: (914) 428-6112
• mitch@ostrovegroup.com

Securities and Investment Advisory Services offered through Ameritas Investment Corp. (AIC). Member FINRA/SIPC.

AIC and Ostrove Group are not affiliated.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from you registered representative. Read carefully before you invest or send money. products are limited to residents of  CA, CT, GA, MD, NJ, NY, VA, TN.

A representative from Ostrove Group will contact you to provide requested information.