FYR014: Strong Market Performance & Rebalancing Opportunities with Jason Ranallo

In our latest podcast episode with Jason Ranallo, we dive into strong market performance over the last couple of years and rebalancing opportunities. Listen in to learn how prior year tax carryforwards work and how investors use them to offset taxes on future capital gains.

Jason explains how investors can use tactics like rebalancing and tax-loss harvesting in their portfolios. Plus, we discuss importance of staying proactive during both up and down markets.

Key discussion topics:

• Understand how tactics like rebalancing during strong market years and tax-loss harvesting in down market years can affect your portfolio.


• Throughout different market cycles—ups and downs—there are levers to pull


• When you’ve used up your tax-loss carryforward buffer. What next?

Watch, listen, or read the transcript of this episode on our blog.

https://www.vectorwealth.com/posts/strong-market-performance-rebalancing-opportunities

-

vectorwealth.com/regulatory

V24274170