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Awesome, would love to use this. How are you thinking about rebalancing and its tax implications?
by divyahansg 6y ago
Awesome, would love to use this. How are you thinking about rebalancing and its tax implications?
- kmckiern 6y agoGreat to hear! Thanks! We are exploring a few different models for rebalancing. One is to rebalance with new contributions only, another would be rebalancing with each investing (through both buying and selling), and the third would be a more tax-aware rebalancing where it only happens quarterly or annually (perhaps after you've locked in long term capital gains). Since we lean prosumer / DIY platform, we feel like perhaps we should support a few models. Curious which you'd prefer?