Rebalancing for Taxable Accounts

Riepe, Mark W.; Swerbenski, Bill
April 2007
Journal of Financial Planning;Apr2007, Vol. 20 Issue 4, p40
Academic Journal
The article discusses the issue of portfolio rebalancing for taxable accounts. An evaluation is provided for deciding when and how to rebalance. One option in the study is 'time based triggers' which dictate rebalancing after a specified amount of time. Another option is 'tolerance based triggers' which measure deviation from asset classes. A second evaluation is given to assist with asset allocation once the decision to rebalance has been made. Tips for rebalancing taxable accounts and minimizing negative tax implications is provided.


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