Investors Security Company, Inc. Broker/Dealer in Suffolk Virginia - Capital Gains Taxes : Calculator: Capital Gains Taxes

Knowing when to sell an asset is a difficult part of investing. Reasons for selling a stock, bond, or mutual fund may include:

Rebalancing a portfolio
Profit taking
Stopping further losses
A higher potential rate of return on an alternate investment
Cash needed for expenses

The tax consequences may be the most important part of your decision. Short-term gains are taxed at your highest marginal income tax rate, while long-term gains are taxed at lower long-term capital gains rates.

The calculator will estimate potential capital gains taxes. If you have owned the investment for 12 months or less, capital gains are considered Short-Term. If you have owned the investment for more than 12 months, capital gains are considered Long-Term.

Member FINRA and SIPC. The materials in this web-site should not be considered an offer or solicitation to buy or sell securities, nor shall any such security be offered or sold to any person in any jurisdiction in which such an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Investors Security Company, Inc. is licensed in all 50 states and the District of Columbia.