{"id":199637,"date":"2023-12-01T10:15:00","date_gmt":"2023-12-01T15:15:00","guid":{"rendered":"https:\/\/ibkrcampus.com\/?p=199637"},"modified":"2023-12-01T12:42:07","modified_gmt":"2023-12-01T17:42:07","slug":"year-end-investing-and-planning-strategies-portfolio-rebalancing-tax-loss-harvesting-and-more","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/securities\/macro\/year-end-investing-and-planning-strategies-portfolio-rebalancing-tax-loss-harvesting-and-more\/","title":{"rendered":"Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More"},"content":{"rendered":"\n<p>As we approach the end of 2023, there are many considerations for investors both on the investing and the financial planning side. In this episode, Ben Tuscai returns to help us work through them. We discuss tax loss harvesting, how we look at the process of evaluating investment strategy changes, RMD considerations and a lot more.<\/p>\n\n\n\n<p><a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/year-end-investing-and-planning-strategies-portfolio\/id1670513515?i=1000636643895\" target=\"_blank\" rel=\"noreferrer noopener\">Listen on Apple<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/open.spotify.com\/episode\/76gW9VyzuBvOPYQMeEpKtP\" target=\"_blank\" rel=\"noreferrer noopener\">Listen on Spotify<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/youtu.be\/bBYJwVlng3I\" target=\"_blank\" rel=\"noreferrer noopener\">Watch on YouTube<\/a><\/p>\n\n\n\n<p>&#8212;<\/p>\n\n\n\n<p>Originally Posted November 28, 2023 &#8211; <a href=\"https:\/\/blog.validea.com\/%f0%9f%8e%b6-year-end-investing-and-planning-strategies-portfolio-rebalancing-tax-loss-harvesting-and-more\/\">Year-End Investing and Planning Strategies | Portfolio Rebalancing, Tax Loss Harvesting and More<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>As we approach the end of 2023, there are many considerations for investors both on the investing and the financial planning side. <\/p>\n","protected":false},"author":186,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[14048,18,6,8,9,20,22,26,3],"tags":[789,460,10345,8547],"contributors-categories":[13819],"class_list":{"0":"post-199637","1":"post","2":"type-post","3":"status-publish","4":"format-standard","6":"category-contributor-podcasts-traders-insight","7":"category-macro","8":"category-north-america","9":"category-region","10":"category-securities","11":"category-short-selling","12":"category-stocks","13":"category-text-articles","14":"category-traders-insight","15":"tag-investing","16":"tag-podcast","17":"tag-portfolio-rebalancing","18":"tag-tax-loss-harvesting","19":"contributors-categories-validea-capital-management"},"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"yoast_head":"<!-- This site is optimized with the 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