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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 ... read more

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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

How and When You Should Rebalance Your Portfolio

Rebalancing a portfolio ... can have several key drawbacks. If you don't have enough money to add to your account to rebalance, you'll have to sell off your best-performing assets, you'll incur ... read more

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Liz Weston: Rebalancing your portfolio? Weigh the tax impact

Q: Is there a tax aspect to rebalancing your ... can be tax consequences to rebalancing, depending on whether the money is invested in retirement plans. Rebalancing inside an IRA, 401(k) or other ... read more


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 ... read more

4 Ways to Rebalance Your Portfolio

You can diversify your portfolio across ... time to take advantage of tax-loss harvesting maneuvers to offset taxable gains that selling might trigger. When an investment shifts more than 5%: Many ... read more

Portfolio rebalancing: How to do it right

BOSTON (MarketWatch) -- Right about now, your broker or mutual-fund firm is sending you a note suggesting that midyear is a good time to rebalance your portfolio ... Counseling & Research. Big tax ... read more

How to Rebalance Your Portfolio

The hot streak means the portion of your assets in stocks, compared with other investments, may exceed your risk tolerance. The solution is to rebalance your portfolio by selling ... account is that ... read more

Why Investors Need to Spring Clean Their Portfolio

January is the time many think of financial tidying like rebalancing the portfolio ... about your managed fund except the fees, you may well find an indexing alternative that can do just as well and ... read more



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