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Mitigating taxes while transitioning to a new strategy

November 08, 2021 | Russell Investments

Realigning a client’s taxable portfolio to a new investment strategy can be cumbersome and often generates taxes. This is particularly the case when repositioning an equity portfolio with appreciated shares and the corresponding embedded gains.

Here we discuss two tax efficient approaches to transition an equity portfolio populated with low basis shares to a new strategy:

  1. The Timeline approach which moves the existing portfolio to the new strategy over a set number of years.
  2. The Tax-Budget approach which moves the existing portfolio to a new strategy while limiting taxes or capital gains per year.

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