Financial Glossary

Realized Gain

A paper gain becomes realized only when sold — and only then triggers tax. That is why accumulating funds are tax-efficient.

Related terms

Capital Gains Tax

In Israel: 25% on securities gains (30% above a large threshold). Key: tax is due only upon sale — as long as you hold, you owe nothing.

Accumulating ETF

A fund that reinvests dividends internally instead of paying them out. A tax advantage in Israel: no annual taxable event — tax is due only when you sell.

All terms in this category

Capital Gains Tax US Withholding Tax Tax-Advantaged Account Israeli Dividend Tax US Estate Tax

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