STOP. THINK. CONNECT.™: Simple Steps to Online Safety
October is National Cyber Security Awareness Month (NCSAM)! As an official NCSAM Champion, JUDS recognizes its commitment to cybersecurity, online safety and privacy. Staying safe and secure online is our shared responsibility.
For each week in October, JUDS will highlight a new topic and we invite our clients, partners, friends and family to join us and discuss the latest recommendations on Facebook and LinkedIn!
Our first week's theme is STOP. THINK. CONNECT.™ and it focuses on easy-to-follow, actionable advice for everyone! #CyberAware
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Pay attention to the details when selling investments
The tax consequences of the sale of an investment, as well as your net return, can be affected by a variety of factors. You’re probably focused on factors such as how much you paid for the investment vs. how much you’re selling it for, whether you held the investment long-term (more than one year) and the tax rate that will apply.
But there are additional details you should pay attention to. If you don’t, the tax consequences of a sale may be different from what you expect. Here are a few details to consider when selling an investment:
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