Not exact matches
When the fund distributes capital gains from the sale of securities — this could be taxed
at ordinary income tax
rates or the more favorable long - term capital gains
rate, depending on how long the securities were held in the fund.
When the fund distributes dividend
income — this is generally taxed
at ordinary income tax
rates.
The economists Alan Viard and Eric Toder have a plan to do this; they would offset repeal of the corporate tax by taxing dividends and capital gains
at the same
rate as
ordinary income, and by taxing those gains every year, not just
when the stock is sold.
When withdrawing from a taxable account would require selling investments held less than a year, resulting in short - term capital gains, which are taxed
at ordinary income tax
rates.
And
when the stock is eventually sold, it will be eligible for capital gain tax treatment rather than being taxed
at [higher]
ordinary income tax
rates.»
When you eventually make withdrawals during retirement, you'll have to pay taxes on original contributions and the account's earnings
at your
ordinary income - tax
rate.
You're taxed
at your
ordinary income tax
rate on the money
when you take the money out.
So
when you take a withdrawal from your 401k, all the money that comes out is taxable
at ordinary income tax
rates.
And then related to that, Joe, is gosh, a lot of people have the bulk of their savings in a retirement account that
when they take that money out, it's all taxed
at ordinary income rates, and we see this over and over again.
Withdrawals will be taxed
at the same
rate that you'll be paying on your
ordinary income when you withdraw.
When the account holder begins taking withdrawals, which are mandated by age 70 1/2, taxes will be paid on distributions according to
ordinary income tax
rates applicable
at that time.
If you sell
when the loss is short - term, the loss will zero out your short - term capital gain, which is taxed
at the same
rate as
ordinary income.
When you withdraw your funds in retirement, you'll be taxed
at your
ordinary income rate.
When a fund distributes its short - term capital gain earnings, these amounts will be distributed and reported to you as an
ordinary dividend in Box 1a of Form 1099 - DIV and will be taxable
at ordinary income tax
rates.
Incentive stock options offer the possibility of converting the profit that's built into your option
when you exercise it from
ordinary income, taxed like wages, into long - term capital gain, taxed
at a lower
rate.
Conversely, with some tax - deferred accounts, you may contribute pretax dollars to qualified retirement savings plans, such as IRAs or company - sponsored 401 (k) s, in which case distributions or withdrawals are taxed
at ordinary income tax
rates when they occur after age 59 1/2.
This article suggests that RSUs are not taxed
at grant and my understanding (based on this article) is that
when RSUs vest and are converted into company stock, the value of the stock
at the time of vesting will be considered as
ordinary income and taxed
at your marginal
rate.
Dividend
income is no longer as tax inefficient as it used to be
when it was taxed
at the
ordinary income tax
rate.
What I mean is that
when an investor holds XSP in a taxable account, any dividends received are treated as
ordinary income and taxed
at marginal
rates.
So even
when you're in the accumulation phase, and paying dividend and capital gains taxes
at the highest bracket, this is still less money than paying
ordinary income rates at your lower (retired) tax bracket.
But
when you start making withdrawals, they will be taxed
at your
ordinary income tax
rate.
If you rolled the stock into an IRA, all appreciation would be taxed as
ordinary income when withdrawn,
at your top tax
rate.
While tax is deferred on earnings growth,
when withdrawals are taken from the annuity, gains are taxed
at ordinary income rates, and not capital gains
rates.
When you earn interest personally, it's taxed
at your
ordinary income tax
rate.
When a property is sold, its depreciation must be recaptured and then incur capital gains tax (often
at a lower
rate than
ordinary income).
Under the federal tax code,
when a creditor cancels a taxpayer's debt, the IRS treats the amount forgiven as
income, taxable
at ordinary rates.