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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

Tax-Efficient Strategies for Rebalancing

Investment experts often counsel about the virtues of rebalancing, but doing so can also trigger a tax ... into your underwight part of the assets. It's really one of the most effective ways to mainta... read more

Hefty Fund Payouts Trigger Big Tax Hit

This can ... below your sale price—and the tax bill on that gain could be much bigger than the distribution tax bill you dodged. But if you were planning to sell the fund anyway—or trim your allocatio... read more

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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


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

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

Year-End Tax Planning for Your Investments

You will still own the same $60,000 in investment assets (in shares plus cash proceeds from the sale) while also cutting your tax bill ... selling securities you can repurchase the same securities imm... read more

This Simple Rebalancing Strategy Will Bring Harmony to Your Portfolio

“It’s less about the actual trigger ... your rebalancing decisions, so you can continue with your overall strategy. Check out the tax implications before making a transaction, advisors say. Withdraw f... read more

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

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



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