Sentences with phrase «rather than capital gains»

What was even worse, had they met with a financial broker in advance, they would have been advised of this consequence, and if they still wanted to liquidate the stock fund, the broker could have advised them on which specific stocks to liquidate which would have resulted in capital losses rather than capital gains to minimize their tax exposure.

Therefore, the payment of this tax would reduce the fund's economic return from its PFIC shares, and excess distributions received with respect to such shares are treated as ordinary income rather than capital gains.

Therefore, the payment of this tax would reduce a funds» economic return from its PFIC shares, and excess distributions received with respect to such shares are treated as ordinary income rather than capital gains.

They exercise certain types of option, which come in as regular income rather than capital gains, and are holding the stock «long» (perhaps they are not allowed to sell because of an insider - trading freeze window; like right before earnings announcements).

When you start withdrawing your money, you'll most likely pay taxes (unless you have a retirement plan that specifies otherwise), but this is the typical income tax rather than the capital gains tax, which is generally higher.

The main reason you buy them is for their dividend income rather than capital gains.

In some cases, you may incur income tax on your proceeds when you sell rather than capital gains tax.

An income tax provision related to the entertainment industry could be tweaked (e.g. treating sales of partnership interests in movie productions as ordinary rather than capital gains income, or limiting the number of years that entertainment company losses could be carried forward) and an appropriations bill could simultaneously fund the programs.

In these cases, the difference between the bond's issue price (the discounted rate) and its face value would be considered tax - exempt income rather than capital gains.

All the best, I realized that I left the growth factor a bit lacking in that message, but I also think you will find that in most investment senerios the compounding of the dividend / income is what drives portfolio performance rather than capital gains.

Specifically, Section 84.1 could deem the proceeds to be a dividend rather than a capital gain.

Not exact matches

While he would have liked to have seen more investor - specific changes — «it's always nice to have more rather than less,» he says — he thinks it's unlikely we'll see any reductions in capital gain taxes or major increases in TFSA room until at least 2015, when the government says it can balance the budget by.

Allan Small, a senior investment adviser with DWM Securities, likewise recommends growth - with - income stocks because they can beat inflation with a one - two punch, rather than just with capital gains or dividends.

Carried interest, which is a fund manager's profit, is taxed at the capital gains rate, rather than the higher rate on ordinary income.

Then the stock appreciation is subject to capital - gains tax rather than ordinary income tax.

The difference between the issue price and the face value is treated as tax - exempt income rather than as capital gains if the bonds are held to maturity.

The investors who have succeeded best are those who have planed their portfolios to live off capital gains rather than dividends and interest.

Growth funds are typically focused on generating capital gains rather than income.

My own biggest investment is one single condominium, but that is more building networth through equity gain and capital rather than passive income.

The NUA tax strategy allows certain clients whose qualified retirement plans contain these appreciated employer securities to eventually pay taxes on the appreciated value of those securities at the lower long - term capital gains tax rate, rather than at the ordinary income tax rate that would otherwise apply to retirement plan distributions.

And when the stock is eventually sold, it will be eligible for capital gain tax treatment rather than being taxed at [higher] ordinary income tax rates.»

BCD is organized as an open - ended ETF, rather than a commodity pool, so taxable investors pay the usual long - and short - term capital gains rates on sale and avoid receiving an annual K - 1 tax form.

Inside an Isa would be nice but it's the capital gain shielding in an ISA which is of real value to me rather than the income tax shield as such the higher potential gains to be had from equities suit my ISA better.

Wesfarmers CEO Rob Scott has defended the decision to demerge rather than sell or float Coles, saying a demerger was the only way of protecting shareholders from capital gains tax bills.

The income arising from the financial instruments trading (be it stocks, debt instruments, forex, and / or, the binary options trading) is categorized as the capital gains rather than income.

This winding down of U.S. debt can best be achieved by removing the tax - deductibility of interest payments, and do what the original 1913 income tax did: tax capital gains at normal income rates rather than subsidizing speculation.

Stock dividends, by contrast, will be taxed at the capital gains rate rather than as ordinary income.

I often ask myself, why do hedge funds exist, what do they do, why do so many hedge fund managers become billionaires, and why do these hedge funders pay capital gains taxes, rather than income taxes?

According to the Times newspaper, Lord Jones is unhappy at changes to capital gains tax and legislation for «non-doms» - UK residents who are nondomiciled for tax purposes - believes his role would be more suited to a businessmen, rather than a politician.

These investments will tend to generate a lot of ordinary income or short - term capital gains, so they would usually be taxed at income tax rates, rather than at the lower long - term capital gains rate.

So on your $ 10,000 capital gain, you're only paying $ 2,308 of tax, rather than the $ 4,616 that you would pay if this was normal employment income.

And, the fellas answer emails about target date funds, making the most of your pension income, buying Mom's house rather than inheriting it and determining capital gains on the sale of a rental — oh, and you'll find out why Joe's socks may be creating a conflict of interest!

Now i will be filing return in July 2016 and before that i need to invest my CG in property rather than depositing in capital gain account.

My family is not relying on dividend income to support our lifestyles yet as we are pretty young so until then we will purely driven by performance of the total portfolio including dividend and capital gains rather than dividend income alone.

Some investment trusts have «zero dividend preference shares» which deliver all their gains as capital gains rather than income, even if the trust was investing in income yielding stocks.

Most of the returns have historically come from capital gains rather than dividends and that is unlikely to change.

An engagement ring is considered a capital gains item rather than a household item, making it ineligible for deduction purposes.

6 Qualified dividends are ordinary dividends that meet specific criteria to be taxed at the lower long - term capital gains tax rate rather than at the higher tax rate for an individual's ordinary income.

Most of the earnings are tax - deferred until the units are actually sold; and then, they're taxed at the lower capital gains rate rather than at the higher personal income rate.

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.

Rather than sell the existing real property and purchasing another, thereby incurring capital gains taxes, the 1031 exchange is allowed.

It's an old saying, but it's a sentiment felt by many conservative stock investors who prefer the stocks of stable and established companies that provide part of their return sooner, in the form of dividends, rather than later, in the form of capital gains.

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.»

In addition, you may owe capital gains taxes if you are selling your residence rather than passing it to your heirs.

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.

And the capital gains tax exclusion for home sellers is a benefit for those who already own homes rather than an incentive to buy one.

If all of these conditions have been met, any subsequent capital gain or loss realized on a sale to a third party can be taxed in your spouse or common - law partner's hands (rather than in your hands).

That brings us to our third tax: If you have qualified dividends or you sell investments that you held for more than a year, you may pay taxes at the long - term capital gains rate, rather than at the higher income tax rate.

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.

For example, under the U.S. tax code, gains from investments held longer than one year are taxed at the capital gains rate rather than as ordinary income.