Tag Archives: capital gain
This is a great time of year to reflect and refocus—to feel good about things that have gone well, and to learn from those that have not. We often encourage clients to fit in rebalancing, tax planning for the new … Read more
Every year, many investors find themselves “buying a distribution” and incurring liabilities that could have been avoided or at least deferred.
Tax law requires that realized gains in a portfolio be distributed at least annually, typically in December. If you’re … Read more