Sentences with phrase «potential capital gains»

And index mutual fund investors who don't sell their shares may face potential capital gains tax if the fund has to sell shares to meet its obligations to redeem.

Accordingly, the amount of potential capital gain on death is also frozen.

And this translates to potential capital gains for foreign investors.

As mentioned above, you may also want to consider having life insurance as part of your overall estate planning program especially if there is a sizable potential capital gain on your cottage.

In the following year, the loss carried forward would first be used to offset potential capital gains.

I guess, I am seeking for a strategy, which will allow me to continue to generate wealth and also minimize potential capital gains and tax implications.

Stocks, bonds, commodities, precious metals — these are potential capital gain generators.

If you get into a cash crunch you might find yourself tapping the investment, reducing future gains and triggering potential capital gains taxes.

Also, decisions need to be made regarding taxes, filing status and potential capital gain issues.

Recent and potential capital gains tax increases, as well as expectations of interest rate increases, have added a wrinkle to the exchange practice.

«Which has prompted a good number of them to delay deal - making and to shift potential capital gains income to a year later.»

Additional hedging or diversification techniques can serve to reduce risk but may also reduce potential capital gains.

«Which has prompted a good number of them to delay deal making and to shift potential capital gains income to a year later.»

Would ETFs like VTI be counted as stock with potential capital gains or as a dividend fund (I noticed on money central that VTI * does * pay out dividends).

Accordingly, the amount of potential capital gain at death is also frozen, allowing the estate planner to estimate his or her potential tax liability on death and better plan for the payment of income taxes.

«The financial statements of the funds disclose both the average cost base and current market value of the fund's portfolio, thereby providing some additional transparency to investors around potential capital gains,» Leong says.

Forex trading comes with a lot of non-monetary benefits that are probably just as valuable, if not more so, as potential capital gains.

To determine potential capital gains on the sale of the property, subtract the cost basis from the selling price.

For a more detailed explanation of how a fund with a large negative potential capital gains exposure is a very tax - efficient investment, see what Morningstar has to say on the subject.

Bird in hand is a theory that postulates investors prefer dividends from a stock to potential capital gains because of the inherent uncertainty of the latter.

Every year, millions of dollars of potential capital gain vanish this way as people inherit appreciated property.

Buying in a downturn takes guts, but I have found it can decrease my cost base and increase potential capital gains if / when the stock rebounds.

You can subtract your long - term losses from your long - term gains and short - term losses from short - term gains to offset, or reduce, potential capital gains taxes.

Additional hedging or diversification techniques can serve to reduce risk but may also reduce potential capital gains.

Joint last - to - die life insurance can be an effective way to offset potential capital gains, as these policies do not pay out until the passing of the second spouse which is when capital gains tax is generally due.

As an added bonus, your estate will receive a step - up in basis at your date of death, greatly reducing any potential capital gains.

The wild swings in flows were likely due to rebalancing, as fund managers orchestrated large inflows and outflows to wash out low - basis stock positions and potential capital gains.

Along with the potential capital gains tax if you profit from the sale of the bonds.

You give up some of your potential capital gains for guaranteed income and added safety.

The nice thing about donating shares is that it eliminates any potential capital gains.

Recently a reader, who had bought and rented out a condo as an investment, asked if he could claim the condo's special assessment bill as an expense against the potential capital gains tax he'd owe once he sold the condo.

With stocks seeming to be relatively cheap, and dividend yields relatively high, do you think it would be wise to take out a heloc and invest some of this money (maybe 10 - 15 % of the value of our mortgage - free home) in high - quality Canadian dividend - yielding stocks, that more than cover the heloc rate (not even counting the dividend tax credit, and potential capital gains!)?

If you expect to sell your home for $ 850,000 your potential capital gain would be $ 435,000.

By pledging the assets instead of liquidating them and using the cash for a downpayment — you can save yourself potential capital gains income tax.

The potential capital gain would therefore be triggered when you sell the property, unless you designate that property as your principal residence for all years that you owned it.

If not, you'll want to assess your potential capital gains tax liability.

Any potential capital gains tax liability would start in 2013 when you inherited it, assuming you own a home and have two properties currently.

This can be devastating if you normally receive a company match because you are now losing your regular contribution, the company's contribution and any potential capital gains from investments.

Options particularly relevant for traders include a potential capital gains tax imposition and a ban on foreign traders.

Real estate investors often borrow to purchase housing assets, making mortgage payments and receiving rental income and potential capital gains.