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Rebalancing Your Portfolio Can Trigger Tax Bills - Latest News


7 Tips for Annually Rebalancing Your Retirement Accounts

Market prices are certain to fluctuate every year and cause your portfolio ... can be. To make the annual rebalancing process easier, consider consolidating accounts. Combining accounts has several be... read more

6 Steps to Rebalancing Your Portfolio After a Long Stock Run-Up

Investors can reduce rebalancing unpleasantness by doing much of the work in tax-favored accounts such as 401(k)s, Benz notes. That way, sales of stocks or stock funds will not trigger tax bills ... s... read more

ETF Investing Guide: Rebalancing Rules

You can mitigate the tax effects of rebalancing by carefully choosing the highest cost-basis tax lots to sell (Bernstein doesn't discuss that), but nonetheless frequent rebalancing could result in hig... read more

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Your portfolio: A rebalancing act

Arlington, Virginia Answer: We're talking, of course, about rebalancing ... If that's not likely to get your portfolio to where it needs to be, you can always try to sell the shares that will result i... read more


What's the Best Way to Rebalance Your Portfolio?

It's also a good opportunity to consider tax consequences -- matching gains and losses in taxable accounts and using tax-advantaged accounts to rebalance to the extent you can. Importantly, if you're ... read more

10 Ways to Tax-Proof Your Portfolio

But it’s still early enough in 2015 to get your affairs in order so that this time next year, you’ll have a smaller tax bill to look forward to. Let’s take a look at some commonsense moves you can mak... read more

Sometimes, Rebalancing Does More Harm Than Good

"In bull markets, rebalancing is a fancy term for profit-taking, and it makes perfect sense to do so," he says. "Investors appreciate the fact they can lock in some ... gains that might goose your tax ... read more

3 Ways to Beat the Summer Stock Doldrums

But other steps can improve your gains and reduce big swings in your portfolio. Rotate in May this year While ... Understand this is still a major move that can trigger a big tax bill, so the strategy ... read more

Is Portfolio Rebalancing Necessary?

"In bull markets, rebalancing is a fancy term for profit-taking, and it makes perfect sense to do so," he says. "Investors appreciate the fact they can lock in some ... gains that might goose your tax ... read more

How Often Should You Rebalance A Portfolio?

Now it’s a matter of determining how often you need to rebalance a portfolio, or keep allocations in line with your goals and preferences ... It requires less time, fewer commission fees, and can redu... read more

Get your portfolio in balance

Then consider the following options: Decide how often to rebalance: There are two basic strategies for deciding when to rebalance. You can frequently monitor your portfolio and shift ... there's no wa... read more

Retirees, Rebalance Your Portfolio Even as This Bull Market Keeps Running

Clearly, "this is the exact opposite of what you should be doing if you're rebalancing a portfolio," says Michael Finke, chief academic officer at The American College and co-author of the study. If y... read more



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