Year-End Portfolio Adjustments
Failed to add items
Add to basket failed.
Add to Wish List failed.
Remove from Wish List failed.
Follow podcast failed
Unfollow podcast failed
Year-End Portfolio Adjustments
-
Narrated by:
-
By:
About this listen
In this week’s Mitten Money episode, Will and Kevin open with conversation about Denver rent, kids’ soccer, and Halloween traditions before shifting into the core topic: preparing your portfolio for year-end. They break down why this is the ideal time to reassess your financial plan, review upcoming cash needs, and decide whether to set aside funds in money markets or short-term municipal options.
The discussion covers key strategies like tax-loss harvesting, managing capital gains distributions from mutual funds, staying mindful of Medicare IRMAA limits, planning RMDs and QCDs, and how to spread gains across multiple tax years to avoid unnecessary surprises.
Kevin and William also stress the importance of evaluating portfolio performance, checking for style or allocation drift after strong market years, and rebalancing to keep risk aligned with long-term goals.
Comments made are not to be considered endorsements of Tri-Star Trust or its employees. All viewpoints expressed herein belong solely to the commentators, whether or not they are employees or clients, and remain uninfluenced and uncompensated by Tri-Star Trust or any of its affiliates.