{"id":55,"date":"2026-08-18T10:14:53","date_gmt":"2026-08-18T10:14:53","guid":{"rendered":"https:\/\/scintillawpthemes.com\/demo\/swp-financial-advisor-pro\/2026\/08\/18\/tax-aware-rebalancing\/"},"modified":"2026-08-18T10:14:53","modified_gmt":"2026-08-18T10:14:53","slug":"tax-aware-rebalancing","status":"publish","type":"post","link":"https:\/\/scintillawpthemes.com\/demo\/swp-financial-advisor-pro\/2026\/08\/18\/tax-aware-rebalancing\/","title":{"rendered":"Rebalancing strategies that manage the tax consequences"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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.<\/p>\n","protected":false},"author":1,"featured_media":56,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[17,18],"class_list":["post-55","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-investing","tag-tax-planning"],"_links":{"self":[{"href":"https:\/\/scintillawpthemes.com\/demo\/swp-financial-advisor-pro\/wp-json\/wp\/v2\/posts\/55","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/scintillawpthemes.com\/demo\/swp-financial-advisor-pro\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/scintillawpthemes.com\/demo\/swp-financial-advisor-pro\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/scintillawpthemes.com\/demo\/swp-financial-advisor-pro\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/scintillawpthemes.com\/demo\/swp-financial-advisor-pro\/wp-json\/wp\/v2\/comments?post=55"}],"version-history":[{"count":0,"href":"https:\/\/scintillawpthemes.com\/demo\/swp-financial-advisor-pro\/wp-json\/wp\/v2\/posts\/55\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/scintillawpthemes.com\/demo\/swp-financial-advisor-pro\/wp-json\/wp\/v2\/media\/56"}],"wp:attachment":[{"href":"https:\/\/scintillawpthemes.com\/demo\/swp-financial-advisor-pro\/wp-json\/wp\/v2\/media?parent=55"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/scintillawpthemes.com\/demo\/swp-financial-advisor-pro\/wp-json\/wp\/v2\/categories?post=55"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/scintillawpthemes.com\/demo\/swp-financial-advisor-pro\/wp-json\/wp\/v2\/tags?post=55"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}