Sentences with phrase «with unrealized capital gains»
Not exact matches
Tax - conscious mutual fund investors should determine a mutual fund's unrealized accumulated capital gains, which are expressed as a percentage of its net assets, before investing in a fund with a significant unrealized capital gain component.
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Trump's plan would repeal all of these estate and gift taxes and replace them with a tax on unrealized capital gains above $ 10 million (for couples) at death.
«You can donate capital property with unrealized gains to a registered charity,» says wills and estate planner Nathan Bender of Scotiatrust in Toronto.
So highly appreciated assets with large unrealized capital gains that are transferred at death can be sold by the beneficiaries shortly afterwards with minimal income tax impact.
Most advisors and investors are very cognizant of ensuring they sell stocks with unrealized capital losses in years when they have substantial gains.
However, these are unrealized capital gains and it just makes it that much harder to buy income with these inflated prices.
In the process of opening an account at either firm, you'll get an online account with great information, including tax data on realized and unrealized capital gains, and a checking account.