- While the risk of higher long-term capital gains tax rates in the US has subsided for now, how investors should react to such a possibility is worthy of consideration.
- How should an investor with unrealized capital gains decide whether to realize gains (and re-establish the position) before a jump in capital gains rates, or continue to defer realization?
- We'll suggest a framework based on maximizing your risk-adjusted wealth that leads to a more robust answer than a conventional static comparative scenario analysis.
- We provide a calculator for use in exploring this framework and how it might apply to you.
For further details see:
To Realize, Or Not To Realize: Pondering The Impact Of Potentially Higher Capital Gains Taxation