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.       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? 10%15%25%28%33%35% Have you owned this investment for longer than 12 months? YesNo

Lynn A. Schmidt is a registered representative registered to transact business with clients in DE, FL, GA, IL, NC, NJ, NY, TX. Lynn A. Schmidt is advisory licensed in the following states: FL, NC, NJ, NY, TX.  Lynn A. Schmidt is also an insurance agent licensed in DE, FL, MI, NJ, NY.  If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
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May lose Value