Are you worried about how much risk you have in your portfolio, but you’re too afraid to sell some of your assets because you’ll have to pay too much in taxes on your gains?
You watch your portfolio’s value go up and down on a daily basis, and you worry a lot about how much risk you’re taking. You have held some of the stocks and mutual funds for a long time and have big gains that have never been taxed. So, to avoid taxes, you don’t sell, continue to take the risk, and you continue to worry.
You worry because you haven’t had a Capital Gain Analysis completed on your portfolio, and you think the taxes are a higher cost than the potential loss in the next stock market crash. A Capital Gain Analysis will:
#1- Determine how much risk you have in your current portfolio and if you should consider selling any of your assets or not.
#2- Analyze the capital gain you have in each individual asset and in your portfolio as a whole.
#3- Analyze which assets you can sell while keeping your capital gains and capital gains taxes in a range and amount you’re comfortable with.
#4- Help determine which assets to sell, which assets to retain, and how much capital gain taxes you’re projected to pay on the assets sold.
#5- Determine how much less risk you have after the assets are sold.
If you want a capital gain analysis completed, call us today.
Vipul Varma
VIP Financial
402.547.0395
Financial Advisor in Parker Colorado
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