Rebalancing inside an IRA, 401(k) or other tax-deferred account won't trigger a tax bill. Rebalancing in a regular account could.

Topics:  ira   rebalancing   tax   account   
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    A friend’s money manager has done well by her, doubling her portfolio in five years ... Such planning could include a tax-smart, sustainable plan for tapping your retirement funds, advice ...
    03/29/2024 - 8:15 pm | View Link
  • Liz Weston
    Liz Weston, Certified Financial Planner, is a personal finance columnist for the Los Angeles Times and NerdWallet. Questions may be sent to her at 3940 Laurel Canyon, No. 238, Studio City ...
    05/22/2020 - 7:58 pm | View Link
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