Sentences with phrase «other than capital gains»

Of course, there a number of factors that can impact your AGI other than capital gains.

Probably the key point here is that the election isn't available if your child has capital gains or losses, other than capital gain distributions.

Not exact matches

When the market drops and some of your stocks are worth less than you originally paid, you can sell them and buy a similar (but not identical) fund, and this loss can be used to offset capital gains on other holdings — or even reduce your regular income taxes.

In other words, equity dividends are higher by a third of a percentage points than quality bond yields, and that's before the dividend tax credit and before any capital gains.

Should I elect to sell at today's prices, I could realize a nice capital gain because the other stock market participants are willing to pay more for each ownership unit than they were a year or two ago.

This hypothetical illustration assumes the investor met the holding requirement for long - term capital gains tax rates (longer than one year), the gains were taxed at the current maximum federal rate of 23.8 %, and the loss was not disallowed for tax purposes due to a wash sale, related party sale, or other reason.

The tax rates that apply to a net capital gain are generally lower than the tax rates that apply to other income.

What is to stop U.S. banks and their customers from creating $ 1 trillion, $ 10 trillion or even $ 50 trillion on their computer keyboards to buy up all the bonds and stocks in the world, along with all the land and other assets for sale, in the hope of making capital gains and pocketing the arbitrage spreads by debt leveraging at less than 1 % interest cost?

-- Goethe What is to stop U.S. banks and their customers from creating $ 1 trillion, $ 10 trillion or even $ 50 trillion on their computer keyboards to buy up all the bonds and stocks in the world, along with all the land and other assets for sale, in the hope of making capital gains and pocketing the arbitrage spreads by debt leveraging at less than 1 % interest cost?

That will change with time because once we stop working we're not counting on adding any principal other than reinvestment of dividends and capital gains that we might not spend.

I don't really worry about stocks being «overvalued» other than the reviewing P / E; I think price is reflected in the dividend yield and I'm investing more for income than capital gains.

I mean even though it's not treated as currency and tax - free, it is given capital gain treatment for long - term holding which is more beneficial than some other assets.

Gains on sales of these assets by individuals are currently taxed at a higher rate than other long - term capital gGains on sales of these assets by individuals are currently taxed at a higher rate than other long - term capital gainsgains.

Capital gains on investments other than houses seem the most likely target for a government seeking tax revenue and equity.

There are several ways that someone can owe more than $ 1,000 in taxes such as too many allowances, capital gains, interest, dividends, and other non-wage income.

If you sell it for less than your inherited basis, the result is a capital loss, which you can use as a tax write - off against other investment gains or other income.

For more than two hours hours, Capital Region Democratic Rep. Paul Tonko took questions at a town hall meeting on, among other topics, environmental policies pushed by Trump, the manufacturing workforce, efforts to repeal of the Affordable Care Act and hate crimes that have gained considerable attention since the election.

Since it began circulating in January, the letter has gained more than 100 signatories, women and men, including dozens of Assembly members and their staff members, echoing similar efforts in other state capitals.

HELSINKI, July 31 (Reuters)- The following stocks may be affected by newspaper reports and other factors on Wednesday: POHJOLA BANK Finland's Pohjola Bank reported a bigger - than - expected rise in quarterly profit, helped by a capital gain as well as firm demand for corporate loans.

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

However, some do a better job than others: funds with a lot of turnover can stick their investors with an unwelcome bill for capital gains, for example, though this is still likely to be less than the average actively managed equity mutual fund.

Conversely, if you sold an ETF for less than you paid, you can claim a capital loss, which can be used to offset other gains.

This can be from part - time earned income, self employment, dividends or other passive investment income, triggering non-registered capital gains (and offsetting losses) or taking out some RRSP or RRIF income earlier than required.

Portfolio Strategies Capital Pains: Rules for Capital Losses The tax code limits the deduction that can be taken for net capital losses, but it also allows losses to be offset by gains from assets other than investment secuCapital Pains: Rules for Capital Losses The tax code limits the deduction that can be taken for net capital losses, but it also allows losses to be offset by gains from assets other than investment secuCapital Losses The tax code limits the deduction that can be taken for net capital losses, but it also allows losses to be offset by gains from assets other than investment secucapital losses, but it also allows losses to be offset by gains from assets other than investment securities.

The other positive is that Tom and Mary recognize that using capital gains and return of capital to cover cash flow needs is usually much more tax beneficial than trying to boost income by having higher investment yields.

The tax code limits the deduction that can be taken for net capital losses, but it also allows losses to be offset by gains from assets other than investment securities.

Honestly though, I haven't heard a reason to care much other than for tax reasons near retirement — to me, capital gains and dividends are mostly equivalent.

No, the tax rates apply first to your «ordinary income» (income from sources other than long - term capital gains or qualifying dividends) so these items that are taxed at special rates won't push your other income into a higher tax bracket.

As Dheer has already told you in his answer, your plan is perfectly legal, and there are no US tax issues other than making sure that you report all the interest that you earn in all your NRE accounts (not just this one) as well as all your NRO accounts, stock and mutual fund dividends and capital gains, rental income, etc to the IRS and pay appropriate taxes.

I'm not sure where you are, but in the United States capital gains are taxed at a lower rate than other types of income.

Should I elect to sell at today's prices, I could realize a nice capital gain because the other stock market participants are willing to pay more for each ownership unit than they were a year or two ago.

Again, this is something I rarely see discussed when comparing different investments — bonds and other interest income is regular taxable income (taxed at your normal marginal tax rate) rather than at the much more advantageous long - term capital gains or dividend rate.

Other than that, the capital gain rate is the same on index funds and «active» funds.

Like dividends, capital gains come in 2 different species, one taxed at a much higher rate than the other.

And one other point to emphasize is that the capital gains I will be taxed on is at a lower rate than my income tax bracket.

Some funds are more tax - efficient than others (like funds with lower turnover and capital gains distributions).

If the transaction requires you to report gain (such as a sale to a related person other than your spouse), any gain that exceeds the amount of compensation income should be reported as capital gain (which may be long - term or short - term depending on how long you held the stock).

If your taxable investments are worth less when you sell them than they were when you bought them, you can use the capital loss to reduce other capital gains and even some ordinary income.

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

Issuing Company: ETF Securities Ltd Ticker: PPLT Expense Ratio: 0.60 % Tax Treatment: From the prospectus, «Under current law, gains recognized by individuals from the sale of «collectibles,» including physical platinum, held for more than one year are taxed at a maximum federal income tax rate of 28 %, rather than the 15 % rate applicable to most other long - term capital gains.»

Sector funds also tend to have higher turnover than other types of funds, so tax - conscious investors should pay close attention to capital gains distribution rates.

Distributions of earnings from nonqualifying dividends, interest income, other types of ordinary income, and short - term capital gains (i.e., on shares held for less than one year) will be taxed at the ordinary income tax rate applicable to the taxpayer.

All capital gains (other than profit from the sale of your main home) are required to be reported on your tax return.

On the other hand, long - term investors are more concerned about future prospects of the company and capital gains, rather than current income in form of dividends.

There are several ways that someone can owe more than $ 1,000 in taxes such as too many allowances, capital gains, interest, dividends, and other non-wage income.

The $ 100,000 capital gains deduction for other capital property (other than the three types listed above) was eliminated on February 22, 1994.

A capital gain occurs when you sell or exchange a capital asset for more than the cost or other basis.

A. ForpurposeReal EstateLong - term Capital gain would be only if you holdproperty for more than three yearsthen it is subjected to tax @ 20 In case you sellproperty «less than three years time then it would become short - term Capital Gainthe same is required to be taxed atprevailing tax schedulethe rate applicable toassessee dependinghis other incomes

These funds typically have lower risk, lower volatility, and less capital gains than other equity funds and can be combined with a number of other types of mutual funds to tweak the investment objective and adjust the risks and returns.

You'll see this or similar language in the prospectus of many metals ETFs: Under current law, gains recognized by individuals from the sale of «collectibles,» including physical platinum, held for more than one year are taxed at a maximum federal income tax rate of 28 %, rather than the 15 % rate applicable to most other long - term capital gains.