(intelliflo) While market volatility wreaked havoc on investors in 2022, investment advisors have had a major opportunity to make the best of the situation with tax-smart rebalancing strategies and create significant value-add by helping clients reduce or eliminate their tax consequences.
We believe offering tax-smart rebalancing has become key to an advisor’s value proposition as a year-round strategy, not just an annual event. Here are six ways to ensure your rebalancing and trading remain in sync with your clients’ tax requirements and objectives:
- Harvest tax losses or gains
- Set capital gains limits
- Optimize asset allocation
- Adopt householding models
- Use what-if scenarios
- Do year-round tax planning
To learn more about how to take advantage of each of these strategies and bring more value to your clients, access our white paper, Tax-smart portfolio rebalancing: 6 best practices to reduce your clients’ tax burdens and grow your practice.
