Sentences with phrase «positions in your taxable account»

I bought BBL at $ 48.56 on 3/05 and added 10 positions in this company, making it overall 30 positions in taxable account.

I have had Coca Cola (KO) in my Roth IRA since September of 2012 and had been looking to start a position in my taxable account.

Alternatively, it could mean selling winning stocks positions in your taxable account and triggering capital gains taxes.

I already have positions in my taxable account with EMR (Emerson Electric) and WMT (Walmart) but I've decided to add them because I find that these two companies are currently under valued.

I bought JNJ at $ 101.25 on 02/02 and initiated 10 positions in taxable account.

Selling your equity positions in a taxable account could generate capital gains.

The long and short of it In short, a tax - loss harvest occurs when we sell poorly performing positions in taxable accounts and use the losses to offset taxes on any capital gains.

Not exact matches

I have a brokerage stock account with Fidelity Investments in which I will buy individual stocks going forward in full positions of $ 3,000 which is taxable.

I initiated 10 positions in ETN on 12/31 at $ 52.34 in my taxable account.

If you plan to keep to roughly a 50/50 asset mix, and can get there by selling registered positions, ideally you would stand pat with your taxable accounts, which presumably are mostly in stocks: if they are quality dividend - paying stocks then you should care more about the tax - effective cash flow they generate and should not get too worried about the variability in the underling stock prices.

I initiated 10 positions in OKE on 4/13 at $ 49.57 and added 10 more positions on 4/20 at $ 49.57 in my taxable account.

If you are lucky enough to be in this position, reinvesting dividends in tax - deferred retirement accounts and taxable investment accounts offers two major benefits.

I bought 10 positions in GIS in my taxable account: HID2 Portfolio.

I bought 5 positions in DEO on 12/31 at $ 109.28 in my taxable account.