Sb1 Federal Credit Union - 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 less than 12 months, 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

Investment products and advisory services offered through CUSO Financial Services L.P. (CFS), a registered Broker-dealer and SEC Registered Investment Advisor. Investment products are not NCUA/NCUSIF or federally insured, are not obligations of the credit union, are not guaranteed by the credit union or any affiliated entity, and involve investment risk including the possible loss of principal. Investment Representatives are employees of Sb1 Federal Credit Union and registered through CFS (member FINRA/SIPC).