• How can planning help me minimize the impact of capital gains taxes?

  • Mar 3 2025
  • Length: 15 mins
  • Podcast

How can planning help me minimize the impact of capital gains taxes?

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  • Summary

  • On today's episode, Matt walks through a scenario many investors encounter after periods of strong growth: owing capital gains taxes. If you have investments in a non-retirement account where your growth is subject to capital gains tax, you likely have some gains from the last few years of market growth. While no tax is due until you realize those gains, there is also the possibility that your portfolio is no longer in the desired ratio of stocks to bonds. How can you rebalance your portfolio without incurring a hefty tax bill? Matt covers some of the considerations to determine the right strategy for you.
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