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
 
   
   
Acito & Paolini LLC
35 Kings Highway East • Haddonfield, NJ • 08033
Phone: 856.354.0999 • Fax: 856.354.0998

 

 

Securities offered solely through Ameritas Investment Corp. (AIC).  Member FINRA/SIPC. 

AIC and Acito & Paolini, LLC are not affiliated.  Additional products and services may be available through Acito & Paolini, LLC that are not offered through AIC.

 

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 your registered representative.

Read it carefully before you invest or send money.

Securities products are limited to residents of NJ, PA, MD, OH, NC, VA, GA, FL

 

A representative from Acito & Paolini, LLC will contact you to provide requested information.