Capital Gain Tax Calculator - J. Burt & Associates-Financial Partners 815-223-1222

By J. Burt & Associates | Feb 15, 2014



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.

Neither AUL or OneAmerica Securities nor their representatives provide tax or legal advice.  For answers to specific questions and before making any decisions please consult a qualified attorney or tax advisor.

Click here to get an estimate:























Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Insurance Representative of American United Life Insurance Company® (AUL) and other insurance companies.  J. Burt & Associates-Financial Partners is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor. American United Life Insurance Company®, is licensed and authorized to conduct life insurance business in every state of the United States, except New York. J. Burt & Associates–Financial Partners has agents who are licensed and authorized to conduct life insurance business in IL, WI, IA, OR, IN, FL, CA.  J. Burt & Associates-Financial Partners also has agents who are licensed and authorized to conduct securities related business in IL, IA, WI, OR, FL.  This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.


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