Sentences with phrase «on unrealized capital gains»

Trump's plan would repeal all of these estate and gift taxes and replace them with a tax on unrealized capital gains above $ 10 million (for couples) at death.

That is, if the stock has appreciated, your grandmother never paid capital gains on those unrealized capital gains, and you don't have to pay tax on those capital gains either; your basis is the appreciated value and if and when you sell the stock, you pay tax only on the gain, if any, between the day that Grandma passed away and the day you sell the stock.

Now, could Obama enact real tax reform that would be fair, and cause Buffett (and others) to pay taxes on his unrealized capital gains?

I also don't see how not paying taxes on unrealized capital gains differs from home appreciation or increases in value of a 401K or Roth IRA.

Not exact matches

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.

You are now sitting on $ 4,396,600, of which $ 260,000 represents your original investment and $ 4,136,600 represents unrealized capital gains.

The result is years, sometimes decades, of unrealized capital gains that increase the value of your mutual fund's share price but don't ever get distributed — and thus, you never pay taxes on them.

You may also be able to lower the tax tab on gains from investments held in taxable accounts by investing in stock index funds and tax - managed funds that that generate much of their return in the form of unrealized long - term capital gains, which go untaxed until you sell and then are taxed at generally lower long - term capital gains rates.

In summary, where there is a large unrealized capital gain on a family cottage, there will be no income tax panacea.

WFC, -0.96 % Although the stock portfolio's value has declined recently, the company sits on more than $ 111 million in unrealized capital gains as of its last fiscal year - end.

But Remy is investing in a non-registered account, and if he's held his stocks and mutual funds for several years, he's probably sitting on large unrealized capital gains, so selling these securities would result in a significant tax bill.

As for private equity, they could not disclose changes in unrealized capital gains as part of their returns without being taxed on it.

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

When investors needlessly reallocate assets, they deprive themselves of the primary means to mitigate the return impact of taxation: deferring taxes on capital gains that, left unrealized, might have continued to grow on a pre-tax basis.

So even if the portfolio has lost value that is unrealized, there is still a tax liability on the capital gains that does have to be realized.

For example, an investor may own 100 shares of Apple stock and be sitting on a large unrealized capital gain.

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).

This life insurance calculator is unique because it accurately determines the balance of investment vehicles by considering taxes on the annual realized capital gains, dividends, original basis, and the accumulated unrealized capital gains.

In non-qualified investments, to be as unbiased as possible, these amounts are deducted first from basis and then from the balance of unrealized capital gains (for example, columns BI & BL on the Non-Qual No - Load MF sheet).

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.