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Rebalancing strategies that manage the tax consequences

Rebalancing a taxable account is not free. Directing new contributions, harvesting losses and using tax-deferred accounts for the bulk of the trade will usually get you…

Rebalancing a taxable account is not free. Directing new contributions, harvesting losses and using tax-deferred accounts for the bulk of the trade will usually get you most of the way back to target at a fraction of the tax cost.

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