Sentences with phrase «additional capital gains»

For those with nothing but a fat sucking you will watch the sweet dividend paying aristocrats spitting out huicy dividends and additional capital gains.....

This places the U.S. in the difficult position of having to finance an enormous volume of capital needs from foreigners, particularly for Treasury debt, yet without being able to offer competitive yields or strong prospects for additional capital gains.

Furthermore, any repricing that may occur at some point later if / when the market sees the difference between a stock's price and value will also provide for additional capital gain.

Taking advantage of any favorable mispricing in the short term means you could be looking at additional capital gain as price meets value, which is on top of whatever organic capital gain is possible as a business naturally becomes worth more through the process of increasing its profit.

If you're able to take advantage of any significant «mispricing» in the short term, that could lead to massive additional capital gain over the long term.

In 2 years, the UK Value Investor Model Portfolio received a dividend return of 7.9 %, capital gains from the growth of the company of 33.4 %, and an additional capital gain of 5.9 % as the shares were re-rated upwards.

Not exact matches

Domestic industrial capitalism ran into the limits of overcapacity and saturated markets; additional capital investments reaped marginal gains in profits.

The critics» apparent alternative — to redesign the U.S. tax system by instituting additional levies on income, capital gains, and estates — would inevitably backfire.

Any additional gain or loss recognized upon any later disposition of the Shares would be capital gain or loss.

Any additional gain or loss recognized upon any later disposition of the shares would be capital gain or loss.

Any additional gain or loss recognized on such premature sale of the shares in excess of the amount treated as ordinary income will be characterized as capital gain or loss.

We recognized a $ 150.5 million restructuring gain as a capital contribution with a direct increase in additional paid - in - capital due to the debt being issued to related parties.

You can also automatically reinvest any income from dividend and capital gain distributions or make additional investments at any time.

«Many people who made lots of money on cryptocurrencies in 2017 likely don't have the cash on hand to cover their capital gains taxes, so they may need to sell additional cryptocurrency holdings in order to raise the cash to pay the IRS.

In large part this has been driven by growth in share prices and house prices, although the demutualisation of the AMP Society and capital gains from the first stage of the Telstra float provided an additional boost to available wealth last year.

Medicare Surcharge Tax Effective Jan. 1, 2013, singles with an adjusted gross income (AGI) of more than $ 200,000, and those married filing jointly with an AGI of more than $ 250,000, are now subject to an additional 3.8 % Medicare surcharge tax on investment income, which includes all capital gains, interest and dividends.

However, we will remain vigilant on possible changes to the capital gains tax, the taxation of stock options, and additional personal and business tax increases.

Closing that gap further with taxes on high earners would eventually require more than doubling the payroll tax rate for high earners (assuming no additional money from investment income, as capital gains would already be past their revenue - maximizing limit), bringing the total tax hike to about 25 percent for those earners.

Separately, the capital gains rate for top - earners is set to go up by an additional 3.8 percent as a funding mechanism for health - care reform.

«Capital gains can be as high as 20 % if you're in the highest tax bracket, and your overall liability can be higher when you consider additional taxes for high earners,» says Klein.

Ordinary dividends or capital gains of $ 10 or more, whether paid in cash or reinvested in additional shares, and / or

However, the recipient — whether it's a family member or the builder — would be subject to capital gains taxes if they built and then sold the additional home.

The investor is able to pick up four or five additional percentage points while also participating in the opportunity for capital gain.

If the issuer in fact chooses to redeem the bond at such time, the additional $ 300 paid by the issuer to the holder is considered a «premium» and will produce a $ 300 long - term capital gain to the holder.

The additional $ 5 per share is a capital gain and is reported on the personal tax return.

The dividends and capital gains shown on Form 1099 - DIV are considered taxable even if you reinvested your distributions in additional fund shares instead of receiving them in cash.

They have an appendix on saving on taxes which is valuable, but if I had been in their shoes, I would have described additional strategies to lower tax liabilities off of both capital gains and losses.

You have to use capital losses to offset gains in the same year, but you are allowed to carry back additional losses and apply them to gains realized in the three previous taxation years, or carry forward the losses indefinitely.

All the additional buying and selling by Vanguard's Explorer fund leads to additional short term capital gains taxes (which depending on your income tax bracket is typically 10 - 20 % higher than long term capital gains taxes!)

Taxpayers in the highest tax bracket will pay a 20 % capital gain rate plus an additional 3.8 % Medicare surtax (Patient Protection and Affordable Care Act).

However, when your adjusted gross income is over $ 200,000 (single) or $ 250,000 (married) you will pay an additional 3.8 % Medicare surtax on all capital gains above those amounts (Patient Protection and Affordable Care Act).

The capital gains portion represents the additional value from selling the policy versus simply cashing out the cash value of the policy.

If you have additional profit beyond the amount reported as compensation income, it is reported as capital gain.

Additional hedging or diversification techniques can serve to reduce risk but may also reduce potential capital gains.

If your nondividend distribution is larger than your basis, you reduce the basis to zero — and you report the additional amount of the distribution as capital gain on Schedule D.

Beginning in 2013, higher - income taxpayers will pay an additional 3.8 %, presumably increasing the overall rate of tax on capital gains to 23.8 %.

At EP Wealth Advisors, we work with you and your CPA to show tax projections that integrate income taxes, capital gains tax, required minimum distributions, and additional taxes so you can see how your decisions today impact your tax decisions in the future.

Moreover, there is an additional kind of distribution for funds, called capital - gains distributions, that are taken from the capital gains that the fund realizes when it sells assets that have increased in price.

Giving away appreciated securities such as stocks, bonds, or mutual fund shares offers an additional tax benefit: You can generally take a tax deduction for the full market value of the securities donated and also avoid paying tax on the capital gains on the investment.

The feature Transamerica Funds offers for shareholders to reinvest their dividends or capital gain distributions to purchase additional fund shares, or to direct dividends from one fund to purchase shares of a different Transamerica fund.

Just to be clear when I say that TFSA contributions are taxed I mean that you pay whatever tax you had to pay to generate the cash (whether that is income tax, tax on interest, tax on capital gains, tax on dividends doesn't really matter) so it isn't like that is an additional tax on cash that is contributed to a TFSA, you just don't get a tax deduction on contributions like you do with an RRSP.

You would be exempt from paying capital gains tax on the additional $ 600,000 in appreciation ($ 725,000 sale price today minus $ 125,000 fair market value price 14 years ago).

If you hold a stock in a non-registered account, you'll likely pay tax on dividends — even if they are reinvested in additional shares — and you'll also pay capital gains tax when you ultimately sell the shares (assuming they rose in price).

Modified Adjusted Gross Incomes (MAGI) over $ 200,000 will be subject to additional 3.8 % Medicare tax on all dividends and capital gains, regardless of the amount

Any additional losses can be carried - forward into future years, to offset either capital gains or another $ 3,000 in ordinary income.

Depending on the type of information reported on your Form 1099 - DIV, you may need to include additional forms, such as Schedule B, Interest and Ordinary Dividends, and Schedule D, Capital Gains and Losses.

In addition to convenience, this provides an additional tax benefit, because you sidestep the capital gains taxes that would have been due if you had sold the stock yourself.

• Due to its investment strategy, the fund may make higher capital gain distributions than other ETFs Additional Risks for ROAM: Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments.

On the other hand, if a client is still adding to his or her investments, we'll hang on to winners in these highly volatile areas, if we feel they have additional capital - gains potential.

Most mutual funds will automatically reinvest your dividends and capital gains in additional shares, if you'd like.