Will I Have To Pay Tax On The Sale Of My Investment?

Determining the tax impact of selling an investment can sometimes be complicated.  There are several questions to ask a client to ensure that the tax liability on the sale of an investment is calculated correctly.

To help make this analysis with clients easier, we have created the “Will I Have To Pay Tax On The Sale Of My Investment?” flowchart. It addresses some of the most common issues that arise for a client trying to understand the tax impact of selling an investment. This flowchart considers the following:

  • Capital gain versus capital loss
  • Long-term versus short-term status
  • Tax brackets and applicable rates
  • Medicare Surtax calculation

Download the flowchart

Choose Woodhull Capital Advisors

James Grennen is a Certified Financial Planner (CFP®) in Long Island who has over four decades of financial advisor experience, as well as being a U.S. Department of the Treasury certified Enrolled Agent.

Equally important, James is a fee-only special needs financial planner. That means your loved one will have a plan designed with their best interest in mind. Nothing more, nothing less.

By scheduling a call today, you’re taking an important first step in creating a safe and secure future for your loved one without compromising what your family has worked for.

Fill out the form to the right to schedule your no-cost, no-obligation confidential consultation today.

  • Fee-only financial planning
  • 40+ years of experience
  • Tax savvy focus

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