Sentences with phrase «including unrealized capital gains»

Tax us year - by year on an estimate of our increase in income including unrealized capital gains and losses.

Laffer argued several times that what's really needed is total tax reform — taxing all income including unrealized capital gains at one flat rate instead of an ad hoc approach targeting certain sectors of the population.

Not exact matches

Debt - to - capital ratio excluding net unrealized investment gains, net of tax, included in shareholders» equity

The ratio of debt - to - capital excluding after - tax net unrealized investment gains included in shareholders» equity was 23.4 %, within the Company's target range of 15 % to 25 %.

Debt - to - capital ratio excluding net unrealized gain on investments, net of tax, included in shareholders» equity, is the ratio of debt to total capitalization excluding the after - tax impact of net unrealized investment gains and losses included in shareholders» equity.

Includes capital gains and unrealized appreciation and depreciation in value of the fund's assets in addition to net investment income.

And to the extent you invest for retirement in taxable account, you should consider including investments like index funds and ETFs and tax - managed funds that generate much of their return through unrealized capital gains that qualify for long - term capital gains rates, which are typically lower than the ordinary income rates that apply to taxable withdrawals from tax - deferred accounts.

If you're sitting on unrealized capital losses in investments in taxable accounts, you may want to consider selling shares before the end of the year to realize the loss and apply it against realized capital gains in other investments (including mutual funds, which are expected to make sizable distributions this year).

It does not include realized or unrealized capital gains or losses.»

These sources include retirement account income, capital gains, dividends, rental income, employer - provided health insurance, unrealized increases in the value of real estate, and securities.

In the process of opening an account at either firm, you'll get an online account with great information, including tax data on realized and unrealized capital gains, and a checking account.

The fund distributes to shareholders at least annually any net capital gains which have been recognized for federal income tax purposes, including unrealized gains at the end of the fund's fiscal year on futures or options transactions.