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 less than 12 months, 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
 
   
   
Malibu Capital Management, Inc.
28990 Pacific Coast Hwy Suite #105 • Malibu, CA • 90265
Phone: 310-457-5113 • Fax: 310-457-5166
www.MalibuCapital.net • Wayne.Ribnick@Securitiesamerica.com

Securities offered through Securities America, Inc. a Registered Broker/Dealer Member FINRA/SIPC and Advisory services offered through Securities America Advisors, Inc. an SEC registered investment advisor. Wayne Ribnick (Ca Insurance Lic. # 0B75773) Representative.  Malibu Capital Management, Inc. and Securities America, Inc. are not affiliated