Capital gains tax is a levy on any profit you make when you sell or "dispose of" an asset, such as shares or a second home. "Disposing" means gifting it, swapping it for something else or getting compensation for it - eg through an insurance payout. Only ...
PETER L. SWANNational Australia Bank Foundation Professor of Finance, Department of Finance, Faculty of Economics, University of Sydney.John Wiley & Sons, LtdAbacusSwan, Peter L, 1994, The Taxation of Capital Gains When the Cash Component of Income is Taxed, ABACUS, Vol. 30, No. 2....
In a country where capital gains are taxed favorably compared to dividends, when a share goes ex-dividend, the share's price is most likelyto drop by: A less than the amount of the dividend. B more than the amount of the dividend. C the same amount...
"The Natural Taxation of Capital Gains and Losses When Income is Taxed," Journal of Banking and Finance, September: 471-481.Ball, R. (1984). The natural taxation of capital gains and losses when income is taxed, Journal of Banking and Finance 8, 471-481...
ETF and mutual fund dividendsare taxed similarly. ETF dividends are taxed according to how long the investor has owned the fund. Actively managed stock funds are also generally better candidates for an ETF structure, Fitzgerald said. Active managers tend to distribute more capital gains than those...
Though most home-sale profit is now tax-free, there are still steps you can take to maximize the tax benefits of selling your home. Learn how to figure your gain, factoring in your cost basis, home improvements and more.
selling them for a profit can trigger a capital gains tax. Short-term capital gains, which apply to investments held for one year or less, are typically taxed at your ordinary income tax rates. Long-term capital gains, which apply to investments held for more than one year, are usuall...
The way they are taxed is also an important consideration for investors. While investors shouldn't prioritize tax efficiency when investing in ETFs, taxes can have a profound effect on overall return. With this in mind, we decided to dedicate a blog to outline what we feel are the top five...
other stocks and, perhaps, lower the tax bill. However, a buy-and-hold strategy can help to reduce capital gains taxes. A stock held and sold for a period greater than one year might be taxed at the more favorable long-term capital gains tax rate instead of the higher short-term rate...
or property vests, you'll be taxed on its value as ordinary income at that time, potentially resulting in higher taxes. Without the election, any future appreciation in the property's value will be subject to capital gains tax upon sale, possibly leading to less favorable tax treatment ...