Sentences with phrase «triggers capital gains»

(The method also frequently triggers capital gains taxes in taxable accounts.)

The article talked about how mutual fund companies are changing managers more frequently and those changes are causing portfolio turnover which triggers capital gains distributions.

With respect to the 2016 Federal Budget announcement, effective January 1, 2017, switches between Corporate Class mutual funds will no longer benefit from tax - deferred treatment, and instead will be treated as a disposition at fair market value, triggering a capital gain or loss.

Be mindful of withdrawals bumping you into a higher tax bracket, affecting taxes on Social Security benefits, and triggering capital gains taxes.

Rebalancing allocations can trigger capital gains tax and cost you in fees, as well as lost returns if your timing is wrong.

Selling the appreciated asset first will trigger capital gains tax liability.

This may trigger a capital gain if the current price is higher than the cost.

With yields low and the bull market in global equities long in the tooth, advisors and institutions need new ways to seek income, risk - reduction without triggering capital gains liabilities, as well as, new potential sources of alpha and return.

The rules for in kind contributions are the same as RRSPs — any equities are considered to be sold when transferred which could trigger capital gains.

But with a taxable account, any selling could trigger capital gains taxes, messy tax accounting and possibly trading costs.

That selling could trigger capital gains taxes and some messy tax accounting, but you can sidestep those problems by value averaging within your retirement accounts.

Every time you trigger a capital gain in order to move securities from taxable accounts to the TFSA, the cash register rings in Ottawa.

Sometimes investments are left too long because investors are reluctant to trigger capital gains.

You will trigger capital gains taxes but only from the time you started renting out the property to the time you actually dispose of the property.

Couples with large taxable portfolios will most likely start moving assets from them into TFSAs, even though this will trigger capital gains taxes in most cases: something that should please the «TFSAs are a sop to the rich» critics.

Sales of fund positions at a gain can trigger capital gains distributions — and associated taxes — for the fund's remaining shareholders.

For most cash - > registered accounts (RRSP or TSFA) transfers you are basically treated as if you sold and then re-bought the shares for tax purposes, which might trigger capital gains.

«For example, when the fund pays distributions it needs to sell a portion of the Canadian equities to raise the cash, and in years when markets have positive performance those positions will be sold at higher prices than they were acquired, and thus trigger capital gains.

(Unfortunately, if he sells ETFs that have gone up in price in his non-registered account, he'll trigger capital gains taxes.)

The Hot Potatoes can also trigger capital gains taxes in taxable accounts.

Is it worth doing a big switch (at the cost of lots of commissions / triggering capital gains tax) for an advantage that might be fleeting?

Some folks use margin loans to buy cars or pay the kids» college bills, in part because the alternative may be to sell winning stocks and thus trigger capital gains taxes.

As a taxable event, that will also potentially trigger capital gains liability.

For example, if an investor who holds a 40 Act ETF when they buy and sell their shares to the extent they trigger any capital gains, if they buy and sell their shares of the ETF, they trigger capital gains and they would be subject to similar taxation.

Also, at the same time I will be taking advantage of being in the 15 % tax bracket by triggering my capital gains which would be tax free at that bracket.

I've been holding off on switching to ETFs for awhile because I'll be triggering capital gains so I'm trying to offset with some losses.

At this point, all the property under the surviving spouse's name is deemed to have disposed at the fair market value, triggering a capital gain.

Can I transfer the stock directly in to a TFSA, or do I have to sell it, trigger the capital gain / loss, and then invest in the account?

But you can give up performance given their fees, and CRA removing the ability to switch between different funds without triggering capital gains.

Turnover negatively impacts investors through a one - time increase in trading costs and could trigger capital gains distributions.

Supposedly the switch at retirement from growth to dividend stocks will trigger capital gains taxes and reduce your portfolio.

The normal turnover of securities will trigger capital gain tax gradually over the period, long before the date of retirement.

Of course, these offsetting transactions could trigger capital gains tax recognition related to your equity asset sales from your taxable account sales.

Every time you trigger a capital gain to move securities from taxable accounts to TFSAs, the cash register will ring for federal coffers.

You'll have to consider the tax impact if you trigger capital gains when you sell the old fund in a non-registered account.

Give the portfolio a makeover Selling their stocks may take the Gardas up to three years, because it will trigger capital gains or losses.

In the latter case, you can «transfer securities in kind,» which means you move stocks, equity ETFs or even fixed income from your taxable account to your RRSP (probably triggering some capital gains tax in the process).

However, if you're moving a non-registered account, selling your investments will trigger capital gains or losses, and you'll need to report these on your next tax return.

This means the fund itself usually isn't involved in the transaction and doesn't have to sell any securities, potentially triggering capital gains.

At this point, all the property under the surviving spouse's name is deemed to be disposed of at the fair market value, triggering a capital gain.

Shares of an ETF can be sold to another investor or on a market exchange, so the fund company would never need to sell investments to pay investors and would therefore avoid triggering a capital gains tax in that scenario.

But you actually need to know how big a hectare is, or 0.5 hectares to be precise, because that is the size which will determine whether or not this plan will trigger capital gains taxes.

In other cases, markets may recover during the 30 days after the replacement ETF is purchased, in which case selling it would trigger a capital gain.

Is the subdivision or the change in the titles going to trigger capital gains taxes?

«Cashing in investments to pay off your mortgage before retirement could trigger capital gains.

But if you transferred 90 % of the property into the trust, this would be considered a deemed disposition and you would trigger capital gains tax and recapture today.

If your father owns investments that have appreciated in value, you will also trigger capital gains tax by selling them or by transferring them to you and your sister.

This could trigger a capital gains event in her non-registered accounts, but she doesn't have to worry about any tax implications within her tax - sheltered RRSP.

The problem: Selling could trigger capital gains taxes if investors own their index funds in a regular taxable account.

Lending investments cash trigger capital gains or result in denied capital losses (see below).