Sentences with phrase «sell appreciated securities»

TIPRA also creates an opportunity for retirees and other people with low taxable income to wait until years 2008 to 2010 to sell appreciated securities when the capital gains rate drops to zero percent, thereby eliminating a capital gains tax liability.

Instead of selling an appreciated security and using the cash to purchase an investment in an underperforming category, you could use the appreciated security to make your annual charitable contribution.

Not exact matches

Rather, gifting highly appreciated stocks allows you to save on capital gains taxes that you would have otherwise incurred if you sold those securities and handed over the cash.

If that's the case, an investor has two choices: Sell stocks and realize capital gains, or donate some of the appreciated securities to a charity, which shields the stock gains from capital gains taxes.

Unlike the possible loss on a security that is purchased, there is no limit on the amount of loss on an appreciating security that is sold short.

Even the defensive investor should be willing to sell stocks that have appreciated significantly and can be replaced with more attractively valued securities.

Relative strength investing involves buying securities that have appreciated in price more than the other securities in their investment universe and holding those securities until they exhibit sell signals.