As the year winds down, it’s an ideal time to take a closer look at your portfolio through a tax-planning lens. Big stock winners can create unintended concentration risks, while mutual fund outflows may trigger surprise capital gains distributions. Proactively rebalancing, setting a “capital gains budget,” and exploring more tax-efficient investment vehicles can help investors stay aligned with their long-term goals. Thoughtful planning now may help minimize surprises later. |
Markets in a Minute - Common End-of-Year Tax Client Considerations
