Understanding Capital Gains

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Understanding Capital Gains

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Long-Term vs. Short-Term Gains

Short-term capital gains are taxed at ordinary income tax rates. The long-term capital gains tax rate is 0%, 15% or 20%.

Rules for Capital Losses

Capital losses may be used to offset capital gains. Any remaining capital losses above that can be carried forward to potentially offset capital gains in following years.

Tax-loss Harvesting

You may deduct up to $3,000 of capital losses in excess of capital gains for your federal tax return each year. State tax rates vary.

What works for you?

Your personal circumstances and financial situation will play a role in how you approach your taxes.

Explore Your Choices

Here are just some of the many ways we can support your goals for the future.

Short-Term Gains

Short-Term Gains

Discover where you stand with assets held for less than a year and how you can manage those potential tax implications.

Long-Term Gains

Long-Term Gains

Learn how holding onto assets longer can change your potential tax liabilities.

Real Estate Gains

Real Estate Gains

Navigate the unique terrain of real estate, where the capital gains rules may differ, and be aware of your potential opportunities.

Retirement Funds

Retirement Funds

Learn how tax-advantaged retirement funds can play a role in your overall financial strategy.

Capital Gains Corner

Spend some time with our capital gains content, where we strive to make knowledge meet clarity.

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What Is a 1031 Exchange?

A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.

Realize The Unrealized

Make capital gains work for you.

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These resource paces are for informational purposes only and is not a replacement for real-life advice. You are encouraged to speak with your tax, legal, and accounting professionals before modifying any part of your overall tax strategy.