Sentences with phrase «nonretirement investments»

However, if you possess greater assets in the form of nonretirement investments and real estate that you don't use as your primary home, you may need a higher limit.

Not exact matches

It's best to set your cost basis method when you're buying new shares of an investment, especially in a taxable (nonretirement) account.

You can also take advantage of a lull in taxable income to sell investments in your nonretirement accounts and take advantage, if you qualify, of the zero percent capital gains rate in the 10 percent and 15 percent ordinary income tax brackets, notes Doug Bellfy, a financial adviser with Synergy Financial Planning in South Glastonbury, Conn..