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Should I Wait a Year to Sell My Fund Shares?

Share current LOB: PersonalBanking

Calculate the difference in your annual rate of return if you hold your mutual fund shares long enough to qualify for the preferential long-term capital gains tax rate.

Should I wait a year to sell my fund shares?

Share purchase price
$
Share price increase/year
%
Number of shares purchased
Additional amounts invested
$
Front load/purchase fees
%
Back load/selling fees
%
Your federal tax rate
%
Your state tax rate
%

Dividends and gains are:

%


Annual long-term gains per share
$
Annual short-term gains per share
$
Quarterly dividends per share, taxable
$
Quarterly dividends per share, Fed. Tax-exempt
$
Quarterly dividends per share, state Tax-exempt
$
Quarterly dividends per share, non-taxable
$

Information and these calculators are made available by one or more third party service providers. All examples are hypothetical and are for illustrative purposes. SunTrust Bank and its affiliates do not provide legal or tax advice. Information provided and these calculators are not intended to offer any tax, legal, financial or investment advice. SunTrust cannot guarantee that the information provided or the calculators are accurate, complete, or timely. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results. SunTrust makes no warranties with regard to these calculators or the results obtained by their use. SunTrust disclaims any liability arising out of your use of, or any tax position taken in reliance on, these calculators. Always consult an attorney or tax professional regarding your specific legal or tax situation.