Sentences with phrase «ordinary income taxes generally»

Ordinary income taxes generally apply to these distributions.

Not exact matches

The stock grants will generally be subject to tax upon vesting as ordinary income equal to the fair market value of the shares at the time of vesting less the amount paid for such shares, if any.

When the fund distributes dividend income — this is generally taxed at ordinary income tax rates.

The income from taxable bond funds is generally taxed at the federal and state level at ordinary income tax rates in the year it was earned.

With this strategy, generally, excess capital losses can be used as loss carryforwards to offset capital gains and portions of ordinary income in future tax years.

Stretch IRAs are especially beneficial when used with Roth IRAs, because distributions are generally tax free, while traditional IRA distributions are treated as ordinary income.

Conversions from a Traditional IRA to a Roth are generally subject to ordinary income taxes.

If you withdraw money before this age, you will generally have to pay a 10 % IRS penalty tax in addition to ordinary income tax.

Short - term capital gains are taxed as ordinary income, whereas long - term capital gains taxes are typically capped at 15 % for most taxpayers, which is generally lower than the rate applied to ordinary income.

The difference between the long - term capital gains rate, generally referred to as simply the capital gains rate, and the ordinary income tax rate, which applies to short - term gains, can be almost as much as 20 %.

Generally, distributions from a traditional IRA are treated as ordinary income and may be subject to income taxes; furthermore, the distributed amount may be subjected to early - distribution penalties if the amount is withdrawn while you are under the age of 59 1/2.

Most states generally tax capital gains at the same rate as ordinary income, and that is assumed here.

Short - term capital gains, ordinary dividends, and interest income from most bonds are generally taxed at ordinary income tax rates, so those rates will change along with the new tax brackets (get details).

The sale of assets used in a trade or business (Section 1231 Assets) at a loss generally creates an ordinary loss that the corporation can apply to offset current year taxable income, if any, thereby reducing current year tax liability.

Income received from a mutual fund is generally taxable at the shareholder's ordinary income tax rate, the notable exception being if the account is held within a tax - advantaged vehicle such an IRA or 401 (k), where distributions are tax - deferred or tax -Income received from a mutual fund is generally taxable at the shareholder's ordinary income tax rate, the notable exception being if the account is held within a tax - advantaged vehicle such an IRA or 401 (k), where distributions are tax - deferred or tax -income tax rate, the notable exception being if the account is held within a tax - advantaged vehicle such an IRA or 401 (k), where distributions are tax - deferred or tax - free.

For example, interest payments and rent aren't generally considered capital gains, but are rather taxed as ordinary income.

If you withdraw from your 401 (k) before age 59 1/2, the money will generally be subject to both ordinary income taxes and a potential 10 % early withdrawal penalty.

Generally, distributions that you receive will be taxed as ordinary income.

Generally speaking, if you held the position less than a year (365 days), that would be considered a short - term capital gain, which is taxed at the same rate as ordinary income.

Ordinary income and capital gain distributions are determined in accordance with federal income tax regulations, which may differ from accounting principles generally accepted in the United States of America.

Dividends and capital gains distributions received from the fund will generally be taxable as ordinary income or capital gains, unless you are investing through an IRA, 401 (k) or other tax - advantaged account.

1 Partial withdrawals and surrenders from life policies are generally taxed as ordinary income to the extent the withdrawal exceeds your investment in the contract, which is also called the «basis.»

@Bob Malecki, I'm assuming income from funds like this are generally taxed at ordinary income tax rates, correct?