I would enourage you to do your rebalancing in tax advantaged accounts (IRA, Roth IRA, 401(k), etc.) and leave your taxable account alone. Treat your collections of accounts as one portfolio and stop unnecessarily increasing your tax burden. Your taxable account should be a source of tax savings (tax loss harvesting) and during your accumulation years, the only taxes you should have to pay are on unavoidable dividends. Best,
-Physician on FIRE
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I would enourage you to do your rebalancing in tax advantaged accounts (IRA, Roth IRA, 401(k), etc.) and leave your taxable account alone. Treat your collections of accounts as one portfolio and stop unnecessarily increasing your tax burden. Your taxable account should be a source of tax savings (tax loss harvesting) and during your accumulation years, the only taxes you should have to pay are on unavoidable dividends. Best, -Physician on FIRE
Post: Tax Bites
Link to comment from May 10, 2022