EPISODE · Mar 2, 2022 · 18 MIN
141 - How to Rebalance When Tax Implications Are Involved
from Real Personal Finance · host Scott Frank and James Conole
Scott and James discuss how to rebalance when tax implications are involved. Listener Question I'm 30 years old and have close to 1/2 million in taxable brokerage accounts. While I was investing, I was not targeting a specific asset allocation, and now realize my portfolio is very heavily concentrated in domestic large cap stock funds. My question is, how do I go about rebalancing to achieve a more diversified portfolio while considering the implications of taxes and market cycles? Planning Points Discussed Retirement Planning Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 3:07 - Tax Planning 6:05 - Volatility Concerns 8:11 - Creative Planning 10:57 - When To Sell 13:30 - Example of Tax Implications 15:48 - Taxable Accounts 17:22 - Gifting For Tax Planning LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here
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Scott and James discuss how to rebalance when tax implications are involved. Listener Question I'm 30 years old and have close to 1/2 million in taxable brokerage accounts. While I was investing, I was not targeting a specific asset allocation, and now realize my portfolio is very heavily concentrated in domestic large cap stock funds. My question is, how do I go about rebalancing to achieve a more diversified portfolio while considering the implications of taxes and market cycl...
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141 - How to Rebalance When Tax Implications Are Involved
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