Navigating taxes and investment strategies post-move.
The Petersons currently hold a substantial portion of their investment portfolio in dividend-yielding stocks traded on the NYSE. While attracted to Florida's lower tax environment, they are concerned about the potential impact of selling their New York real estate, managing capital gains taxes, and understanding the true liquidity and risk associated with their stock holdings, particularly the amount available for trading by the public. They need to ascertain the free float of their stock holdings to better understand potential market volatility and inform their diversification strategy post-relocation.
By using the Free Float Calculator, John and Maria can determine the actual number of shares available for public trading, helping them understand the liquidity and potential price volatility of their holdings. Furthermore, the Tax Equivalent Yield calculator assists them in comparing taxable investments in New York to potentially tax-advantaged investments in Florida, estimating the after-tax return. This analysis helps inform their decision about how to reallocate assets post-relocation, potentially unlocking an additional 1.5% in yield after accounting for the state income tax difference.
The advisor inputs the total outstanding shares and the shares held by insiders and institutions into the Free Float Calculator to determine the available float. This data, combined with the current stock price, helps assess liquidity risk.
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