Tax-Efficient Strategies for Rebalancing
Vanguard's Maria Bruno discusses how to approach rebalancing in a way that minimizes tax implications.
Note: This video is one of several interviews that Morningstar director of personal finance Christine Benz had with Vanguard officials at this year's Bogleheads event. See all of the interviews here.
Christine Benz: Hi I'm Christine Benz from Morningstar.com. Investment experts often counsel about the virtues of rebalancing, but doing so can also trigger a tax bill. Joining me to discuss some tax-efficient strategies for rebalancing is Maria Bruno. Maria is head of U.S. wealth planning research at Vanguard, leading a team responsible for conducting research and analysis on a wide range of retirement, wealth planning, and portfolio construction topics.