Investments that produce LTCG income.

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pm29871
Posts: 2
Joined: Sun Mar 04, 2018 1:47 pm

Investments that produce LTCG income.

Post by pm29871 » Tue Aug 14, 2018 6:16 pm

Hello

What are some funds that distributes (take profits) yearly, but does it in a way so that it's classified as LTCG (thus, 15% cap gains tax rate) ?

PFInterest
Posts: 2075
Joined: Sun Jan 08, 2017 12:25 pm

Re: Investments that produce LTCG income.

Post by PFInterest » Tue Aug 14, 2018 6:20 pm

You have to sell something to pay LTCG which could be 0, 15, 20, or more.

retiredjg
Posts: 33536
Joined: Thu Jan 10, 2008 12:56 pm

Re: Investments that produce LTCG income.

Post by retiredjg » Tue Aug 14, 2018 6:23 pm

Maybe you are asking about "capital gains distributions"? These have nothing to do with selling shares that you own.

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