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Financial Planning / Tax Strategies


Subject:  Re: Take capital gains early? Date:  6/14/2012  4:23 PM
Author:  Watty56 Number:  116274 of 130192

A few considerations;

The reduction in shares after you buy the stock back would also reduce any dividends that are being paid. It might take a while but eventually that could eat up any savings.

If you will retire there, then check to see if Colorado exempts any of the capital gains from taxation as retirement income.

If you will be moving before the end of the year then you will likely have to file 2012 taxes in Colorado and they might still try to collect some of the capital gains.
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