Rebalancing for Tax-Deferred Accounts: Just Do It--Don't Worry How

Riepe, Mark W.; Swerbenski, Bill
April 2006
Journal of Financial Planning;Apr2006, Vol. 19 Issue 4, p40
Academic Journal
The article presents advice for financial planners to rebalance for tax-deferred accounts. Many financial media outlets talk about the importance of rebalancing; the article attempts to present a quantitative analysis of the best methods to use while rebalancing a portfolio. A set of conditions which determine whether or not a portfolio needs rebalancing is provided, as well as a rebalancing target that defines what asset allocation mix will be implemented once it is determined that a portfolio requires rebalancing.


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