The Morgan portfolio · fictional example

Explore a move before you make it.

Explore a sale of US Equity Fund. Compare an alternative and keep the inputs, outcome, and reasoning together.

EXAMPLE / USD

FROM HOLDINGS80 FUND$7,200 entered basisAcquired 2023-04-20

Your scenario

Planning only

Units to sellSale price per unit · USDFederal rate assumptionState rate assumption · %

Example scenario date: Jun 10, 2025. Rates are selected assumptions, not recommendations. Fees and other taxes are omitted.

Try an amount

This uses the same selected-rate model as your account. Wash sales, dividends, and commissions are not modeled.

Reason for considering the saleQuestion for review

Keeps this version during your visit. In your account, saved decisions remain available to revisit.

What the sale could leave you

Modeled proceeds$9,600.00

Estimated tax at selected rates$480.00

Proceeds after estimated tax$9,120.00

Sale proceeds minus estimated tax at your selected rates. Fees and other taxes are not included.

Federal 15% · State 5% · Scenario date 2025-06-10

See inputs and calculation

Cost basis: $7,200.00
Modeled gain / loss: $2,400.00

80 US Equity Fund × $120.00 per unit = $9,600.00 proceeds.

Gain = proceeds − $7,200.00 basis. Estimate = positive gain × 20% selected rate.

Gain after estimated tax: $1,920.00. This differs from total proceeds after tax.

Holding period: long-term. Dates do not automatically select a tax rate. Losses do not generate a modeled tax credit.

No tax-year, filing-status or jurisdiction rules are selected. Rates are illustrative assumptions. The holding-period indicator follows the general purchased-property rule and does not determine special asset treatment.