Sentences with phrase «held in my taxable brokerage account»

Worst of all, if held in a taxable brokerage account, those 7 shares will be subject to taxation as though you had voluntarily sold the shares.

VFIAX or VTI held in a taxable brokerage account.

Not exact matches

A higher portfolio turnover will result in higher transactional and brokerage costs and may result in higher taxes when Fund shares are held in a taxable account.

The taxpayer, who simply assumed that foreign stocks held in taxable Canadian brokerage accounts for which trading summaries are filed annually with the CRA and income taxes are paid, has to file T1135 if the cost of foreign stock holdings exceeds $ 100,000.

As a quick refresher, I was looking for some advice on whether I should 1) switch my 529 plan from Utah to NY based on about 8 bps differential in the total fee structure on my investment selections and 2) whether I should ultimately hold less in my 529 plan in favor of greater flexibility in holding some funds to be used for college in my taxable brokerage account.

Personalized Portfolios are held in brokerage accounts in which stocks are bought and sold, and, as in other brokerage accounts, you will owe taxes on the gains realized in any taxable Personalized Portfolio account.

And it would be less than that if you held the shares in a taxable brokerage account and had to pay 15 % or so on the dividends along the way.

Any profits realized in a taxable account held with a robo advisor, whether in the form of dividends or realized capital gains, are subject to taxes as they would be in a brokerage or mutual fund account.