Sentences with phrase «large capital gains»

Please note that the mutual fund screening process does not look into when large capital gains distributions are about to occur.

Also, investors who are active or short - term traders would benefit from trading in a retirement account or employer sponsored plan to avoid large capital gains taxes.

A: If you are expecting two rather large capital gains on both properties I would recommend spacing the transactions out over two years in order to lower your marginal tax rate.

The small additional annual income you receive form lower rated securities is not worth the risk unless there is the possibility of large capital gains.

Also, investors who are active or short - term traders would benefit from trading in a retirement account or employer sponsored plan to avoid large capital gains taxes.

In fact, if you have very large capital gains and it's late in the year, you might have an opportunity to spread them over three calendar years.

Please note that our mutual fund screening process does not look into when large capital gains distributions are about to occur.

However, the potential for large capital gains distributions from U.S. currency - hedged products turns a relatively tax - efficient investment into a tax - inefficient one.

This is a rudimentary calculation, as large capital gains often push you into a higher tax bracket, but you get the idea, Shawn.

Maximum Capital Gains Mutual Fund - This is a term that generally applies to any mutual fund that is primarily designed with the specific purpose of hopefully producing large capital gains.

Real estate investors often end up with larger capital gains as well because real estate is such a focused investment, worth as much or more than many investors» stock portfolios.

By selling at a 30 % gain you always run the risk of missing out on an even larger capital gain if the stock continues to rise, but if it tanks and you didn't sell then there goes your hard work.

Instead, it causes the fund's adjusted cost base to decline, which will lead to larger capital gains when the shares are eventually sold.)

If I had to turn anywhere where... the opportunity for large capital gains exists, and the downside is, in my opinion, limited, it would be the mining sectors, specifically precious metals and mining companies... like Freeport, Newmont, Barrick.

If you're going to sell a lot of mutual funds that have large capital gains built into them, you may have a problem that Motif will never catch up with.

(For instance, if these are mutual fund shares, the mutual fund may distribute an unexpectedly large capital gain to shareholders next year, offsetting the loss you were hoping to deduct against ordinary income.)

@Mark — as long as Vanguard is mindful not to create large capital gains distributions due to the changes, I see this as a positive change.

To give you an idea of how large capital gains distributions can occasionally be, consider the estimates recently announced by BlackRock.

Still, the primary function of a value investor is efficient capital allocation, and short of tax considerations (especially for large capital gains), it is hard to make an argument for staying with an investment if a better opportunity exists.

Other areas of minor emphasis will include case studies in dumb behavior not to emulate, typical investments that have a hidden or not widely - discussed risk, and even articles on convertible stocks which let you collect income upfront and convert into common stock at a certain ratio that can be conducive to an investor that wants income now while leaving the door open to the possibility of large capital gains that can help improve your net worth.

However, for investors in the 28 % or 33 % brackets, especially those with large capital gains that may result in the reduction or elimination of the exemption amount and those who live in states with high income taxes, the AMT may become a problem.

They know that high interest rates bring a good return on new investments, but lower interest rates can produce a large capital gain on fixed - interest securities.

If there is a large capital gain distribution expected, you might consider waiting until after the distribution is paid to invest new funds.

If you manage to get a large capital gain in a fully taxable cash account, that capital gain is tax advantaged already.

For example, if you had a large capital gain to be claimed in a future year it may make sense to defer a deduction (all other things being equal)

A large capital gain — for example, on a piece of real estate — can easily push you into a higher tax bracket.

If you're planning to sell investments that have large capital gains, talk to a tax advisor about whether it could be a good idea to divide up the sale over 2 calendar years.

Where possible, they donate shares of stock that have a large capital gain.

If you buy shares of the fund now and it pays out a large capital gains distribution at the end of this month, you'll wind up paying tax on other people's gains.

Most people enter into land contracts to eliminate making a large capital gains tax payment at the time of sale.

Overall, a large capital gain can cause you to incur $ 10,000 or more of AMT.

Possibly you have some timing items in addition to the large capital gain, and in that case at least part of your AMT would be available as a credit in later years.

A major reason for paying AMT in the year of a large capital gain is the AMT exemption.

For example, if you make estimated payments of state income tax, you may try to schedule your payments so they don't fall in the same year as your large capital gain.

The reasons are a little complicated, but mainly have to do with the fact that a large capital gain reduces or eliminates the AMT exemption amount, which is designed to protect low - income taxpayers from having to pay alternative minimum tax.

In practice, it's possible to be stuck with AMT liability because of a large capital gain.

Assets that may have accumulated a large capital gain include investments such as stocks, bonds and mutual funds, the family cottage and shares of a small business.

In one case the yield curve is steep and the bond is predicted to have a large capital gain before later falling in price.

Return of capital is generally non-taxable; instead, it is subtracted from the investor's adjusted cost base, ultimately giving rise to a larger capital gain when the units are sold.

Finally, when timing the sale of your cottage, remember that a large capital gain — say, from the sale of property — during a high income year can significantly increase the amount of tax you pay, overall, depending on your province of residence and your income sources.

The relatively low yield last year (2.44 percent) is somewhat offset by the larger capital gains in the account (up 16.44 percent in 2017), and I have been (and will likely continue to be) adding positions in high quality, higher - yielding dividend growth stocks as time goes on.

Yes I've perhaps lost out on large capital gains had I invested in certain corps, but that's not my goal.

Assets that may have accumulated a large capital gain include investments such as stocks, bonds, mutual funds, the family cottage and shares of a small business.

But there could be a year where you sell non-registered investments or real estate that doesn't qualify for the principal residence exemption and have a large capital gain on sale.

Large capital gains You might have heard that the lower tax rates for capital gains will not trigger the dreaded AMT.

Primary residence sales that result in large capital gains will not avoid this new tax.

«Let's assume that you bought a home and you held it for some number of years and you had a large capital gain.

(The index change was actually the reason the ETF had a large capital gain last year: the new index has fewer stocks, so the fund had to sell a number of its holdings.)

And a lot of you might have larger capital gains, let's say if you sold of property, or if you had a highly concentrated stock that had a ton of gains in it, and you finally wanted to diversify, or whatever.