|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 trade off 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 break-even) 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
The last update of this website was on March 5 2020.
Copyright © 2003-2020 MW Business Solutions, Inc. | Site design by Plaid Pants Media