Sentences with phrase «than the capital gains realized»

If the amount invested in bonds is less than the capital gains realized, only proportionate capital gains would be exempt from tax.

Not exact matches

Berkshire is likely sitting on more than $ 10 billion in capital gains from the Wells Fargoinvestment, and could owe big taxes on gains it realizes, analysts said.

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.

Assumes cost basis of $ 5,000, that the investment has been held for more than a year, and that all realized gains are subject to a 20 % federal long - term capital gains tax rate.

Should I elect to sell at today's prices, I could realize a nice capital gain because the other stock market participants are willing to pay more for each ownership unit than they were a year or two ago.

Plus, ETFs are considered more tax efficient than mutual funds because they aren't required to sell assets — and realize capital gains — as often as mutual funds might.

But if a donor contributes appreciated stock held for more than one year directly to a donor - advised fund account at Schwab Charitable ™ or another public charity, the donor can usually deduct the fair market value of the donation without realizing any capital gain.

We took losses that more than offset gains we realized earlier in the year, which will likely eliminate the need to pay a capital gains distribution in 2011.

Best for: People 63 or older who anticipate realizing capital gains or perhaps an installment sale (from the sale of a business for example) who could spread the realization of income out over more than one tax year to stay under the Medicare Part B threshold.

Long - term capital gains and losses are realized after selling investments held longer than 1 year.

When you sell investments at a higher price than what you paid for them, the capital gains are «realized» and you'll owe taxes on the amount of the profit.

Any gain you realize on an investment you've owned for more than a year is taxed at your long - term capital gains rate.

Capital losses you realize on investments you've owned more than a year can be used to offset long - term capitalCapital losses you realize on investments you've owned more than a year can be used to offset long - term capitalcapital gains.

Should I elect to sell at today's prices, I could realize a nice capital gain because the other stock market participants are willing to pay more for each ownership unit than they were a year or two ago.

Successful investors know that there is more to good stock investing than simply looking for stocks that will let them realize capital gains.

Investing for dividends vs capital growth: smart investors realize that, overall, dividends are more reliable than capital gains.

There would be capital gains tax to be paid if the assets are sold, but a long - term investment of, say, 20 years with no tax on annual gains of 3 per cent after inflation would easily cover tax due at no more than about 22 per cent of realized gains based on 50 per cent inclusion rate, as present tax rules allow.

As passively - managed portfolios, ETFs (and index funds) tend to realize fewer capital gains than actively managed mutual funds.

Due to the «money illusion», governments can tax inflation caused capital gains, and people don't realize that their tax rates are actually higher than they appear.

If you realize a profit on the sale of an asset in a taxable account, you'll owe tax on the gain at either favorable capital - gains rates (if you owned the asset for more than a year) or regular tax rates (if you owned it for less time).

The most important thing to understand is that under certain circumstances, realized capital gains are subject to a substantially lower tax rate than ordinary income.

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).

This is more tax - efficient than donating cash, because you can potentially deduct the full fair market value of the stock without having to realize the capital gain and incur a tax liability.

For example, gains realized on stocks held for less than a year are taxed at ordinary income tax rates — which max out at 39.6 % — rather than at the long - term capital gains rate of 15 % to 20 % for most people.

Since I'm sitting on a year with realized losses that are greater than my capital gains, I decided to close all my positions that had a gain rather than drag the gains...

This nugget of tax law states that if you purchase a bond at a discount and the discount is equal to or greater than a quarter point per year until maturity, then the gain you realize at redemption of the bond (par value minus purchase price) will be taxed as ordinary income, not as capital gains.

Normally, when you sell an investment for less than you paid, you can claim a capital loss, which you can use to offset capital gains you have realized in the current year or up to three years in the past.

If you realize a capital loss (by selling an asset for less than you paid for it) you can use that loss to reduce any capital gains you had on other assets that year.

Post-tax returns of the S&P 500 may be lower than pre-tax returns by a smaller percentage when compared to post-tax to pre-tax returns of the Powerfunds Portfolios, since our returns have been achieved with bonds, which have been taxed at higher rates, as well as stocks and required realizing capital gains along the way as the portfolios changed.

In the event the Fund realizes net capital gains from such transactions, its shareholders may receive a larger capital gain distribution, if any, than they would in the absence of such transactions.

For instance, the charitably inclined realize significant tax benefits when they donate appreciated property owned for more than 12 months that would otherwise be taxed as long - term capital gains when sold.

Any loss realized upon a taxable disposition of shares held for six months or less will be treated as long - term, rather than short - term, to the extent of any long - term capital gain distributions received (or deemed received) by you with respect to the shares.