#37: Investment Formulas Help You Decide When to Hold, When to Sell

The questions: How do I decide if it is worth holding a stock or bond for a long-term capital gain? How much can the price drop before any long-term tax savings are wiped out? How do I make the best use of my losses to maximize my tax savings?

There are compelling tax reasons for holding onto your investments until any gains can qualify as long-term gains. But it's also tempting to cash in on a short-term gain on an investment that appears to be at its peak or positioned for a fall.

This Resource Report presents formulas and analyses that will be helpful in making the decision on when to sell. Basically, it's a matter of evaluating the tax/gain tradeoff and establishing the break-even point at which long-term tax savings are offset by the investment's price decline.

Included in this Report are the tax brackets, factors, and formulas to determine exactly at what price (the breakeven) it no longer pays to wait until the gain is long term, a decision that can save you and your family substantial taxes and protect your investment gains.

Other topics: How to use your family to save taxes and the right way to gift securities to charities.

Price: $19.00   |   Pages: 9