Portfolio Rebalancing - Taxable Accounts (How To Avoiding Paying More Taxes Than You Need)

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  • เผยแพร่เมื่อ 15 ม.ค. 2025

ความคิดเห็น • 4

  • @Tiffy_76543
    @Tiffy_76543 ปีที่แล้ว

    Simple and very informative ❤. Just what i wanted to know.

  • @ratipati2007
    @ratipati2007 3 ปีที่แล้ว +1

    It is a quite bad idea to buy more bonds in a taxable account. Bonds are more efficient in tax sheltered account. So, the correct idea to begin with is to do your asset allocation in totality across accounts, and not within a account.

    • @SonuSharma-zl9bg
      @SonuSharma-zl9bg 2 ปีที่แล้ว

      PLZZ explain it more in depth

    • @mediahost2243
      @mediahost2243 2 ปีที่แล้ว

      @@SonuSharma-zl9bg consider your portfolio across all accounts, and probably do the rebalancing inside retirement accounts to reach desired balance of equity:bond ratio.