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.

     

What is the current value of the investment being considered for sale?

$

What is your cost basis? (What did you initially pay for the investment?)

$

What is your federal marginal income tax bracket?

Have you owned this investment for longer than 12 months?

YesNo
 
   
   
Carillon Group
641 Cepi Drive
 • Chesterfield , MO • 63005-1269
Phone: (636) 777-7001
• tgilliam@carillongroup.com

Securities and investment advisory services offered solely through Ameritas Investment Corp.  Member FINRA_/SIPC.  AIC and Carillon Group are not affiliated.  Additional products and services may be available through the agents of Carillon Group that are not offered through AIC.  See the Associates page for individual state licenses.  Securities products are limited to residents of CA, GA, IL, MD, MO, OH, WA & WI.

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus form your Registered Representative.  Read it carefully before you invest or send money.  A Representative from Carillon Group will contact you to provide requested information.

Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.