Sentences with phrase «big capital gains taxes»

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.

A more ambitious package might have scaled back this big capital gains tax advantage.

A more ambitious package might have scaled back this big capital gains tax advantage.

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.

Not unless I wanted a big capital gains tax hit.

Not exact matches

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.

Just be aware that the capital gains tax isn't the only tax you'll pay, if you take a really big slug of profits all at once.

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.

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.

Investors in actively - managed mutual funds should be prepared for big capital gains in 2016 and the tax hit that comes with them.

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.

Is it worth doing a big switch (at the cost of lots of commissions / triggering capital gains tax) for an advantage that might be fleeting?

A: One of the biggest deterrents I've observed with real estate investors is the dreaded capital gains tax hit.

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.

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.

However, if you hold a stock for more than a year before selling it, the gain is taxed at the lower capital gains rates — 20 percent or less — which can be a big tax saving.

Uncle Sam and the Fund: Beginning investors often do not realize that funds themselves incur capital gains taxes, the cost of which is borne (big shocker) by you, the fund holder, even if you don't sell a single share.

These days one of the biggest obstacles is a reluctance to realize capital gains: after several years of outstanding equity returns, even mutual funds charging 3 % have seen big gains, and selling them now is likely to come with a tax bill.

After the new long term capital gains tax comes into effect from April 1, 2018, the tax advantage held by ULIPs over stock / MF investments will become even bigger.

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).

It should not surprise you that there is a big difference between a short - term trader whose returns all come from short - term gains taxed at the marginal income tax rate, and a typical active mutual fund that generates its returns from a combination of short - term gains and the lower - taxed long - term capital gains and dividends.

By selling NBD now I decrease the tax burden on the portfolio for the 2008 year and take a big chunk of the capital gains generated out of the hands of government.

But the capital gains tax bill could be a big one if you've owned the cottage for a long time.

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.

But you actually need to know how big a hectare is, or 0.5 hectares to be precise, because that is the size which will determine whether or not this plan will trigger capital gains taxes.

No wonder: capital gains taxes can take a big bite out of your wealth.

This form of tax efficient investing offers an opportunity to save big on capital gains taxes.

The tax rates differ significantly between ordinary income and capital gains and can have a big impact on after tax returns.

Now that you've confidently transferred your RRSPs tax - free, sold your investments with no risk of capital gains tax and are looking to reinvest, the next big concern I have for you, Kerry, is dividends.

With today's low dividend, capital gains, and ordinary income tax rates, there's not that big of a difference between tax - qualified and non-qualified investing.

For us, a big reason why we won't use them (same reason we don't tax loss harvest while we're still working) is because we want our retirement income to be super predictable, and we'll already have variable dividends and capital gains vs cost basis to think about.

While the IRS primarily sought this info to go after possible capital - gain tax evaders, the bigger idea here is that these transactions aren't as anonymous as you'd think.

While the move was made so the IRS could possibly go after capital - gain tax evaders, the bigger theme here is that these transactions aren't as anonymous as they appear.

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