Scott and James discuss how to rebalance when tax implications are involved. Listener Question I'm 30 years old and have close to 1/2 million in taxable brokerage accounts.  While I was investing, I was not targeting a specific asset allocation, and now realize my portfolio is very heavily concentrated in domestic large cap stock funds.  My question is, how do I go about rebalancing to achieve a more diversified portfolio while considering the implications of taxes and market cycles...

141 - How to Rebalance When Tax Implications Are Involved

Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and&nbsp; Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. James and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.

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141 - How to Rebalance When Tax Implications Are Involved

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