The stock market has done well since it bottomed out during the pandemic, and many investors now find themselves with big gains but also with out-of-balance portfolios. Yet they may be reluctant to rebalance because of the tax implications of those big gains. Our guest, however, says that there is a possible strategy to improve your portfolio’s diversification without paying those current capital gains taxes. Mike Switzer interviews Rick Van Der Noord, a certified financial planner in Greenville, SC.
Avoiding current taxes on highly appreciated stocks
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