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Rebalancing Your Portfolio Can Trigger Tax Bills - Latest News


Rebalancing your portfolio can trigger tax bills

Dear Liz: Is there a tax aspect to rebalancing your portfolio? You've mentioned the importance of rebalancing regularly to reduce risk. Answer: Rebalancing is basically the process of adjusting your p... read more

Rebalancing client portfolios can trigger tax bills: Tax Strategy Scan

Rebalancing is not a taxable event if it is done inside a tax-deferred retirement account, such as 401(k) and IRA, according to this article from The Los Angeles Times. However, clients can expect tax ... read more

Portfolio Rebalancing: Should You Do It?

Pros: Time-based strategies keep your portfolio rebalancing schedule on a rigid and disciplined schedule. Cons: Frequent rebalancing with time-based strategies – especially daily, monthly, and quarter... read more

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Steady stock market growth means it’s time to rebalance your portfolio

Let's assume that to rebalance the portfolio approximately $20,000 of realized gains will be incurred to do so. Using a combined federal/state tax rate of 20% would result in additional tax of $4,000. ... read more

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4 Mistakes to Avoid When Rebalancing Your Portfolio

If you’ve strayed away from your original asset allocation, rebalancing can help you get back on track. And if you want to lower your investment risk, rebalancing can protect your portfolio ... your t... 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

Portfolio Update For September

you can expect at least a couple of positions in your portfolio to become disproportionately weighted unless you do something about it. Peter Lynch famously described the practice of rebalancing ... read more

Implementing a bucket system? There will need to be some rules

Without a set of guidelines about how you'll manage your bucket portfolio on an ongoing basis, it can quickly ... you use to trigger rebalancing? No matter what approach you take, it's best to concent... 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

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

7 Strategies to Bump Up Your Retirement Date

Rebalance your retirement investments. Many workers invest in their employer’s retirement investment plan or IRA, but fail to ensure the portfolio ... in taxes. That lower tax bill can help ... 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



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