Sentences with phrase «significant capital gains»

Over the course of 2017, bitcoin saw more than a 1,000 % gain in price, creating some pretty significant capital gains for some investors.

I currently have substantial holdings of preferred stocks this way, along with significant capital gains.

So, in some years you will receive significant capital gains distributions.

Despite a low turnover, in the late 2016 and early 2017 the fund had significant capital gain distributions, which made it less suitable for taxable accounts.

One final note: don't forget that if you do realize significant capital gains in one tax year, you may be able to recover them in the future by tax - loss harvesting.

However, the Smith's basis in the house is $ 500,000, and they would incur significant capital gains taxes in the sale.

(This was largely due to the realization of significant capital gains by XEI during 2013.)

It's even worse in taxable accounts: XSP distributed significant capital gains in both 2010 and 2012, largely as a result of trading forward contracts.

The downside risk for the biotech fund particularly short - term ones, could produce significant capital gains or losses — primarily for long - term bond funds with average maturities of bonds in the portfolio over 10 years.

Many investors find that their most appreciated assets come in the form of real estate — a piece of raw land, an investment property or a vacation home — that has been held for a long period of time and could create significant capital gains taxes when sold.

So, long - time investors in KMP and EPB may be looking at significant capital gains taxes due, particularly if accumulated depreciation lowered their cost basis.

This has enabled me to earn significant capital gains in addition to rent income.»

For starters, even though an RRSP transfer - in - kind may be motivated by tax, keep in mind there can also be a tax hit if the securities you transfer to the RRSP have enjoyed significant capital gains since the original purchase in your non-registered account.

The switch to the new commission - free options during the selling grace period that's in effect until July 31, 2013 could result in realizing significant capital gains.

CDO debt buybacks at Grammercy Capital, Newcastle and Northstar are generating pretty significant capital gains.

In 2010, both CRQ and CLU also distributed significant capital gains that would have lowered returns for investors holding these funds in a taxable account.

Clearly, actual holding periods, particularly short - term ones, could produce significant capital gains or losses — primarily for long - term bond funds with average maturities of bonds in the portfolio over 10 years.

If an individual was set to realize a significant capital gain on the sale of shares but didn't have any capital losses to offset the gain, it would make sense to transfer the shares to his / her spouse if they had some capital losses they could use to offset the gain.

Donating your stocks makes sense if you know you will be paying taxes for the current year, you want to make a donation but don't have the available cash, or you have significant capital gains that will be realized but no offsetting capital losses.

If you make a significant capital gain, you're going to be able to keep the whole thing,» Pape says.

The first major reason that I sold the stock was to take advantage of the tax loss to adjust for some significant capital gains that I had generated so far this year.

Since I hold XIU in our taxable accounts, switching will involve taking a significant capital gains hit.

CC - are you saying you face unrealized «significant capital gains» in your XIU position?

For those who are selling investment properties and residences that will result in significant capital gains, one such strategy may be a structured sale.

Suppose you sell real estate for a significant capital gain in 2016 and the proceeds are due over the next 10 years.

PS: I still own XIU in my taxable account because it has significant capital gains.

Selling ahead of the distribution may not help if doing so would itself trigger a significant capital gain.

Copthorne I realized a significant capital gain on the sale of the hotel in 1989.

This means that such homes are appreciating at 11 % per annum, a significant capital gain by any standards.

Rapidly rising housing prices in the early 2000s and up to 2007, have boosted demand for this type of investing, as a means of realizing significant capital gains.

Special legal, tax and financial planning is needed in circumstances where a Taxpayer already has a significant capital gain tax liability in excess of the $ 250,000 or $ 500,000 exclusion limitation.

Seller financing also has the benefit of reducing initial tax liability for sellers with a significant capital gain, since portions of the gain can be allocated to each year that the seller is receiving payments.