4 Tax Questions To Ask Before You Rebalance Your Portfolio

Portfolio rebalancing is a long-held approach to investing. Done wisely, it can ensure holdings align with your investment strategy. However, thoughtless actions can have inadvertent consequences come tax time. Ask yourself these four questions before rebalancing to avoid a nasty tax surprise. Which Type of Account Am I Rebalancing In? IRAs have various benefits for Americans. One key perk is that transactions within an IRA are tax-sheltered. Gains or dividends don’t create taxable consequences. That’s ...