Capital Gains Tax Class: Realize the Power of Capital Gains

The objective of this class is to provide a first preference for annual capital gains dividends.  Capital gains provide income at a low rate of taxation in comparison to other income types. Capital gains are also the only income type that can offset a capital loss that may have been realized previously.

Top Uses:

1. Utilize Tax Losses
   • Use distributed capital gains income to offset capital tax losses
2. Reduce Fixed Income Portfolio Tax by Half
   • Investment income is subject to capital gains treatment on NexGen fixed income Funds including NexGen's Bond and Balanced Funds
3. Reduce Taxes on ITF Accounts
   • Attribute capital gains income to minor children through In-Trust-For Accounts and avoid attribution

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Capital Gains Class: Realize the Power of Capital Gains

Who should select this Tax Class:

1. Higher tax rate investors who wish to minimize taxable income.
2. Investors wishing to harvest current or historical tax losses.
3. Investors interested in income splitting with children (capital gains are the only income type not attributable back to parent, grandparent or other donor).
4. Retirees who wish to minimize withdrawals from registered accounts and/or minimize the impact of investment income on OAS clawbacks.
5. Non-resident investors who wish to minimize withholding taxes.