On first bash through my rebalancing, it looks like the following for me:
Taxable Interest and nonqual Divs, net rents and biz income 1.8% of portfolio
LTCG Distributions from funds 1.5% of portfolio
LTCG generated from selling funds during rebalancing 1.1% of portfolio
(assumes 30% of sale amount is taxable as LTCG- haven't done the actual math yet, but we do sell winners during rebalancing so these gains will be there and taxable)
Total: 4.4% of portfolio is taxable -- some at full income rates, some at preferred rates, and much/most of it sheltered.
Taxable Interest and nonqual Divs, net rents and biz income 1.8% of portfolio
LTCG Distributions from funds 1.5% of portfolio
LTCG generated from selling funds during rebalancing 1.1% of portfolio
(assumes 30% of sale amount is taxable as LTCG- haven't done the actual math yet, but we do sell winners during rebalancing so these gains will be there and taxable)
Total: 4.4% of portfolio is taxable -- some at full income rates, some at preferred rates, and much/most of it sheltered.