How to Rebalance a Concentrated Portfolio: Why Your Account Type Should Drive Every Move
Key Points
Shifting investments inside retirement accounts can be done freely without immediate tax costs.
Rebalancing in taxable accounts often works better with phased sales and using dividends or new cash.
Balancing risk and taxes starts with choosing the right account for big allocation shifts. Learn how retirement vs. taxable accounts, phased selling, and reinvesting dividends can reshape a portfolio. Watch the video below to see these strategies in action.
*This video was published on April 24, 2026.
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