outofratrace
Dryer sheet aficionado
- Joined
- Feb 21, 2009
- Messages
- 25
I retired early and am 48. 92% of my portfolio is in taxable accounts. 8% is in a IRA. Over the years I have sold tax lots that result in losses first or lowest gains first. But now basically all stock "lots" have huge gains of at least 300% so anything I rebalance is going to be taxed heavily. My instinct tells me to let the rebalancing slide for as long as possible. Is there any other better ideas?