Sentences with phrase «against any capital gain realized»

Not exact matches

Adding insult to injury, the puny effective tax saving to those tax - filers from the capital gains partial inclusion (worth $ 7.50 in federal taxes at the 15 % marginal rate) was only half the effective savings pocketed by the top 1 % tax - filers (realized at a 29 % rate) on EACH $ 100 of their capital gains partial inclusion (which was then applied against a capital gains flow that was 600 times larger).

Capital losses can be carried forward indefinitely, which means if you sell now for a loss you can use the losses against any capital gains you may realize in the Capital losses can be carried forward indefinitely, which means if you sell now for a loss you can use the losses against any capital gains you may realize in the capital gains you may realize in the future.

A gain is realized only when the fund sells some of the underlying securities for a profit, and if the fund is holding some unused capital losses, the gains will be offset against the losses, resulting in a smaller loss carried forward to future years or a smaller gain to be be distributed to shareholders, depending on the relative sizes of the gain and the loss.

And to the extent you can combine rebalancing with any tax - related moves, such as selling off shares of poor performers to generate realized capital losses that can be applied against realized capital gains or even ordinary income, so much the better.

I suppose an argument against that would be that since capital gains are not taxable until it is realized, the gov» t might not want to give a tax break for an investment that might not result in any payable taxes for a long time.

If you're sitting on unrealized capital losses in investments in taxable accounts, you may want to consider selling shares before the end of the year to realize the loss and apply it against realized capital gains in other investments (including mutual funds, which are expected to make sizable distributions this year).

By May 2017, the price of the shares had fallen to US$ 8 and Finn decided he wanted to do some tax loss harvesting (or so he thought at the time...) to use the US$ 2,000 (US$ 10 — US$ 8 = US$ 2 x 1,000) accrued capital loss against other gains he realized in 2017.