Rubino & Liang Wealth Partners

Will You Have To Pay Tax On The Sale Of Your Investment? (Flow Chart)

Will I Be Taxed On the sale on an investment mockup

Determining the tax impact of selling an investment can be complicated.

To help make this easier, we wanted to share this “Will I Have To Pay Tax On The Sale Of My Investment?” flowchart.

Use this to help figure out the tax liability on the sale of your investment.

Addressing some of the most common issues that arise when 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


Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.

More To Explore

Share This Post

Subscribe To Our Newsletter

Get updates Of Future Posts