Wilcox Tax and Financial Advisors, LLC - 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.

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Securities Offered Through J.W.Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services Offered Through Jonathan Roberts Advisory Group, Inc. (JRAG). Wilcox Tax and Financial Advisors, LLC. and JWC/JRAG are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Wilcox Tax and Financial Advisors, LLC. are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.