Investors in actively - managed mutual funds should be prepared for
big capital gains in 2016 and the tax hit that comes with them.
Not exact matches
Real estate assets can bring
in a steady stream of income and, over long periods, enjoy
big capital gains.
To get to a
capital gain big enough to deliver 8 % return annual, profits must at grow at 13 %, chiefly to compensate for the 50 % fall
in the P / E.)
«To whatever extent anyone believes that the US has the advantage
in a trade war because it has a
big deficit (so it has more to
gain) one could say the same for China
in a
capital war because it has the
bigger deficit,» he wrote.
But
in the region around the
capital he has made
big gains.
Berkshire is likely sitting on more than $ 10 billion
in capital gains from the Wells Fargoinvestment, and could owe
big taxes on
gains it realizes, analysts said.
It posted
big gains in US debt
capital markets revenue, US syndicated loan revenue, and global financial sponsor revenue.
Remember what Irving Fisher told us
in The Debt - Deflation Theory of Great Depressions: The public psychology of going into debt for
gain passes through several more or less distinct phases: (a) the lure of
big prospective dividends or
gains in income
in the remote future; (b) the hope of selling at a profit, and realizing a
capital gain in the immediate future; (c) the vogue of reckless promotions, taking advantage of the habituation of the public to great expectations; (d) the development of downright fraud, imposing on a public which had grown credulous and gullible.
Despite backing from Founders Fund — along with Kleiner Perkins, ORIX Growth
Capital, Artis Ventures and others — Practice Fusion had stumbled
in recent years as
bigger competitors such as 38 - year - old Epic Systems continue to
gain market share.
The
big increase
in the
in the last six months of 2012 was because of tax changes, with entrepreneurs and companies trying to close deals before New Year's to take advantage of
capital gains treatment, John Guzzo, managing director of Berkery Noyes, said.
Aldo
gained over ten years experience dedicated to serving financial services entities (mainly hedge funds and private equity entities) and over four years of diversified experience
in other industries and
capital markets, both at Metlife as well as from other
big four public accounting firms.
Of note, all the
capital gains distributions reported by the three -
biggest U.S. ETF sponsors — iShares, State Street Global Advisors and Vanguard Group — were
in fixed - income ETFs.
As Lewis Lapham says, the barbarism
in Washington today doesn't dress itself
in the costumes of the Taliban, but wears instead the smooth - shaven smile of a Senate resolution sold to the highest bidder — for the drilling of the Arctic oil fields, for the lifting from the rich the burden of the
capital -
gains tax, for
bigger defense budgets, for reduced medical insurance, for enhanced surveilance, or for some new form of economic monopoly.
... The barbarism
in Washington doesn't dress itself
in the costumes of the Taliban; it wears instead the smooth - shaven smile of Senate resolution sold to the highest bidder — for the drilling of the Arctic oil fields or the lifting from the rich the burden of the
capital -
gains tax, for
bigger defense budgets, reduced medical insurance, enhanced surveillance, grotesque monopoly.
The comptroller's report shows that the
Capital Region saw the strongest job growth over the seven year period, with the Finger Lakes (including the Rochester area), coming
in with the second -
biggest gain in total employment, up about 9,500 jobs.
The
capital gains environment may have an even
bigger impact on the commercial real estate sector, said Robert Knakal, chairman of Massey Knakal Realty Services, noting that several of his clients have decided to sell this year because they anticipate the rate will go up
in the new year.
HELSINKI, July 31 (Reuters)- The following stocks may be affected by newspaper reports and other factors on Wednesday: POHJOLA BANK Finland's Pohjola Bank reported a
bigger - than - expected rise
in quarterly profit, helped by a
capital gain as well as firm demand for corporate loans.
It's
in Morneau's interest to donate the value
in shares, since liquidating the stock first would result
in a
big tax hit, particularly when it comes to
capital gains, said accountant Robert Kleinman, executive vice-president of The Jewish Community Foundation of Montreal.
Toronto drops one spot to # 16, a still - strong showing, Montreal comes
in at # 21, a slight
gain from last year's # 22, and Calgary is the
big loser here, dropping all the way to # 28, continuing the slow slide the nation's oil
capital has been on since 2008.
Except when you're trying to soak up a
big capital loss, you generally want your long - term
gains to fall
in years when you don't have
capital losses (short - term losses or long - term losses).
When
in doubt, bear
in mind that the tax deferral strategy wins even
bigger if you manage to eliminate the
capital gain altogether.
In effect, you're paying 22 % on the
gain under the AMT and 15 % on the
gain under the regular income tax, so a
big capital gain can lead to a
big AMT bill.
In Canada, many of my investment friends (brokers, traders, etc.) just buy boring but steady dividend stocks like BCE, the
big banks, pipelines, utilities, etc., and collect dividends and
capital gains.
To reduce
capital gains tax for 2015, many investors will sell off stocks before year's end — including great stocks that are down
in price but due for a
big rebound.
However, the tax efficiency of bond ETFs is not a
big factor, because
capital gains do not play as
big of a part
in bond returns as they do
in stock returns.
In March I mentioned that I wanted to move some money from mutual funds I'd bought years ago to index funds but that the mutual funds would trigger pretty
big capital gains taxes if I sold them.
Capital gains aren't a
big deal if you hold your mutual fund
in an IRA or 401 (k).
One of the
big problems with trying to build
in taxes is that they can be so complicated on investments: some can be deferred, some can't, and there are different tax rates for different investment income types (interest, dividends,
capital gains).
Harvesting
gains might seem counterintuitive, but if you drop into a lower tax bracket, with a lower
capital gains rate, it offers a small opportunity to avoid a
bigger tax hit
in the future.
If your retirement money is
in taxable account when you switch to dividend paying index fund you will be tax with a
big capital gain when you sell your index fund to buy duvidend uneex fund.
-- that there was money to burn, as if the
capital gains from the
biggest bull market
in U.S. stock market history would continue indefinitely!
It sounds like a great idea but if you do that, you'll quickly run out of losing investments to sell, and be stuck with a
bigger capital gains tax
in the future.
The Street pays little heed to risk, the possibility of permanent loss of
capital,
in the pursuit of
big gains.
It's used most often to take advantage of realized losses that can be offset by large
gains or to harvest
gains now
in order to prevent a
bigger capital gains hit
in the future.
This will probably leave them multiple hundreds of thousands of dollars worse off
in retirement someday because they spent so much time stroking their ego trying to achieve
big gains on small amounts of
capital that
in the
big scheme of things will leave them worse off
in the long term.
If that happens, you should quickly turn defensive again and start thinking about preserving your
capital by moving to cash, instead of trying to make
big gains in a falling market.
Of course, these investments can suffer
big declines
in a taxable account, too, but at least you would be able to use any
capital losses to offset other
gains.
In U.S. hotel developments, Manhattan reclaims a classic midtown property and gains a new Design Hotels property in its Soho district; Marriott cuts the ribbon on a dual - branded location in San Diego; a big Hyatt Regency with lots of conference facilities makes its debut just outside of Denver; Starwood adds a new affiliate in Orange County, California; and Rosewood Hotels gains a foothold in the nation's capita
In U.S. hotel developments, Manhattan reclaims a classic midtown property and
gains a new Design Hotels property
in its Soho district; Marriott cuts the ribbon on a dual - branded location in San Diego; a big Hyatt Regency with lots of conference facilities makes its debut just outside of Denver; Starwood adds a new affiliate in Orange County, California; and Rosewood Hotels gains a foothold in the nation's capita
in its Soho district; Marriott cuts the ribbon on a dual - branded location
in San Diego; a big Hyatt Regency with lots of conference facilities makes its debut just outside of Denver; Starwood adds a new affiliate in Orange County, California; and Rosewood Hotels gains a foothold in the nation's capita
in San Diego; a
big Hyatt Regency with lots of conference facilities makes its debut just outside of Denver; Starwood adds a new affiliate
in Orange County, California; and Rosewood Hotels gains a foothold in the nation's capita
in Orange County, California; and Rosewood Hotels
gains a foothold
in the nation's capita
in the nation's
capital.
But
capital gain is the
big winner
in the longer term.
Understanding
Capital Gains in Real Estate Eight 1031 Exchange Rules You Can't Ignore
Capital Gains:
Big Boom,
Big Tax
The venture will be funded by Westchester County — based Dillon Hill
Capital and is now working on
gaining approvals for 24 sites throughout the
Big Apple, with one property set to close
in the next two months, says SG Blocks CEO Paul Galvin.
The move furthers Zell's oft - stated intention to advance the various businesses he controls to become the
biggest in their sectors to
gain economies of scale and access to cheaper
capital.