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5 Tax-Smart Ways the Wealthy Rebalance Their Investment Portfolios
Yahoo Finance· 2026-03-02 15:02
Tax season is here, which means taking a closer look at your money. As investors gather documents and review last year’s gains, many find their portfolios no longer match their original plan. Rebalancing can restore that balance, but selling investments may also trigger capital gains taxes. For wealthy households, the goal is to adjust allocations while limiting the tax hit and protecting long-term returns. Here are five tax-smart ways the wealthy rebalance their investment portfolios. 1. Harvest Losse ...