Sentences with phrase «high capital gain»

Last month I explained why sellers who live in the property they are selling usually do not have to pay high capital gain taxes.

Others maintain that the cumulative effect of harvesting losses year after year can inadvertently subject investors to a higher capital gains rate later on, which negates any savings and then some.

One of them, Berkeley's Emmanuel Saez, said the incomes of the richest Americans surged last year in part because they cashed in stock holdings to avoid higher capital gains taxes that took effect in January.

- People with high incomes will be subject to a higher capital gains rate of 20 %, plus an extra 3.8 % Net Investment Income Tax (not shown here) as part of the new healthcare law.

In addition, high turnover in a fund's investment portfolio can generate higher capital gains taxes and other expenses.

I never complain about the gift of high capital gains or nailing your profits while they're there.

They have higher turnover, which leads to higher expense ratios and generally higher capital gains taxes.

All the solutions I can think of are: A living wage High taxes on bonuses Higher capital gains tax and regulations But we need world government else all the businesses bugger off abroad for lower taxes and less regulations.

Well of course it's long term capital gains, it's buying an investment, holding it for at least a year, and then you sell it, and then that highest capital gain rate is 20 %.

● Due to its investment strategy, the fund may make higher capital gain distributions than other ETFs.

The longer it takes to sell the property the greater the chance for potentially higher capital gains taxes being owed.

In examining Table 1, you can see that the higher - yielding stocks do not necessarily appear to be sacrificing capital gains, nor do the lower - yielding stocks appear to have an exclusive claim to high capital gains.

MCHP stock is also appropriate for long - term investors, who could see even high capital gains and also benefit from Microchip Technology's relatively high dividend yield.

They will likely also have higher capital gains taxes to pay on the portfolio in the years ahead.

A decreased basis likely means that the IRS perceives that you've had higher capital gains than you actually did.

So, just to confirm, if you don't re-invest your dividends, are you losing out on this potential to minimize your capital gains because the dividends are paid out in cash and then you just get taxed on it at the end of the tax year and when you sell your investment, you potentially will have a larger difference between the sale price and book value (assuming your security increased in value), and thus pay a higher capital gains tax.

Naturally, Washington DC's recent discussion about higher capital gains and dividend taxes lead to modest profit - taking and tax strategy shifts ahead of 2013.

In the short - term, higher capital gains taxes will lead to a simple shift in investor interest.

Due to the investment strategy of this Fund it may make higher capital gain distributions than other ETFs.

Because of this, the amount in Box 2b is taxed at a higher capital gains rate, up to a maximum of 25 %.

For example, taxable bonds make a lot of income payments, and actively managed funds have frequent transactions that can result in higher capital gains.

You pay a lot more tax due to the high capital gains, but you take home a lot more money too.

«You pay a higher capital gains tax rate on investments you've held for less than a year, often 10 to 20 percent more, and sometimes even higher,» says Matt Becker, a financial planner and founder of Mom and Dad Money, LLC.

Mutual funds which are more actively traded often result in higher capital gains distributions which means more taxes paid by investors.

• Due to its investment strategy, the fund may make higher capital gain distributions than other ETFs Additional Risks for ROAM: Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments.

If you are not in the top tax bracket, you have to consider the possibility that clustering all the gains into one year will push you into a higher capital gains bracket.

(Or is it higher capital gain taxes which provides his holdings more financial services / consulting / shelter fees?).

Please consult your tax advisor regarding higher capital gains distributions due to a change in portfolio strategy.

Beyond the improvements in the fundamentals of the municipal bond market, municipal bonds also look more attractive due to the higher capital gains taxes in 2013.

● Due to their investment strategies, the funds may make higher capital gain distributions than other ETFs.

For instance, if your income over the next few years pushes you into a higher capital gains rate, you might have an opportunity to save on taxes.

Don't scoff at dividends when you are looking at capital gains as, the route through highest capital gains is often though valuation based on dividends.

About the only disadvantage of a high ratio, in our opinion, are the potentially higher capital gains taxes (which don't matter at all in tax - qualified accounts like IRAs).

The active management debate implies that after all the additional management expense ratio costs, mutual fund trading costs, higher capital gains taxes, and extra time are taken into account, investors are supposed to have some crystal ball to sort future winners from losers.

This also means higher capital gains taxes, and probably higher dividend distributions.

A fund's use of «TBA rolls» may cause the fund to experience higher portfolio turnover, higher transaction costs and to pay higher capital gain distributions to shareholders, which may be taxable, than if it acquired exposure to mortgage pools through means other than TBA transactions.

A return of capital distribution generally will not be taxable but will reduce the shareholder's cost basis and result in a higher capital gain or lower capital loss when those shares on which the distribution was received are sold.

I would expect them to have returns similar to the REITs since they have much lower dividends but much higher capital gains.

The fund's use of «TBA rolls» may cause the fund to experience higher portfolio turnover, higher transaction costs and to pay higher capital gain distributions to shareholders, which may be taxable, than if it acquired exposure to mortgage pools through means other than TBA transactions.

During the years when less money was assessed by the Federal Government a higher Capital Gains tax was be taken from the heirs as the law stood.

These sellers will definitely have high capital gains taxes to pay if they get all cash when they sell.

Investors have always needed to consider the potential for future increases in capital gain taxes when deciding to execute a 1031 exchange, as they face the risk of paying higher capital gains taxes in the future.

Not exact matches

Billionaire investor Stephen Jarislowsky, whose firm manages $ 35 billion in assets, wrote an op - ed for the Financial Post that says higher taxes on capital gains would, «hammer another nail in the coffin for Canadian investments, particularly at a time when our economic outlook is already relatively weak.»

Most vulnerable are taxpayers with children — tax dependents — and who take home equity loan deductions, have capital gains, and have high state and local taxes.

«Discount brokers and no - commission ETF trades have really reduced the friction for harvesting losses, which generally is a good thing, but it also means people are trying to harvest smaller losses and risking higher short - term capital gains,» Kitces said.

But now there are four capital gains rates in effect: 0 percent for those in the lowest two brackets, 15 percent for middle - income taxpayers, 18.8 percent for those in the 15 percent bracket who also owe the 3.8 percent Medicare tax, and 23.8 percent for high - income earners who pay the 20 percent capital gains rate plus the 3.8 percent Medicare tax.

Carried interest, which is a fund manager's profit, is taxed at the capital gains rate, rather than the higher rate on ordinary income.

If the upcoming U.S. jobs data shows gains in wage rises, that would propel the dollar higher,» said Shinichiro Kadota, senior currency strategist at Barclays Capital in Tokyo.

Beyond the requirements that liquidity and regulators impose on us, we will purchase currency - related securities only if they offer the possibility of unusual gain — either because a particular credit is mispriced, as can occur in periodic junk - bond debacles, or because rates rise to a level that offers the possibility of realizing substantial capital gains on high - grade bonds when rates fall.

Students have long gone to business school to gain entry to high - paying jobs in consulting, investment banking, private equity, venture capital, and hedge funds.