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
 
   
   
Apex Capital Managment, Llc
701 Robley Dr. • Lafayette, LA • 70503
Phone: 337-984-7010 • Fax: 337-981-6001
• tduhon@apexcapitalmanagement.com morella@apexcapitalmanagement.com

IMPORTANT CONSUMER DISCLOSURE


Apex Capital Management, L.L.C. (Apex), located in Lafayette, Louisiana, is an investment advisory firm registered with the Securities and Exchange Commission. Apex and its representatives are in compliance with current registration and/or filing notice requirements imposed upon Registered Investment Advisors in the State of Louisiana. Apex may only transact business in those states in which it is registered, or qualifies for an exemption or exclusions from registration requirements. Apex’s web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Apex’s web site on the Internet should not be construed by any consumer and/or perspective client as Apex’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Apex with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Apex, please contact the State of Louisiana, Office of Financial Institutions, Securities Division. A copy of Apex's Form ADV Part II, which details its business practices, services offered, and related fees, is available upon request. Apex does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to Apex's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided appropriately.

Privacy Policy