Not to mention the potential immediate tax consequences of liquidation for investments not inside qualified retirement accounts. (wisemoneytips.com)
Another way to rebalance without immediate tax consequences is to invest any extra money you might have (such as ongoing contributions or your yearly bonus), in asset classes that are currently below your target allocation. (moneysmart.gov.au)
Tillerson's move into government has given him a one - time opportunity to diversify his investment portfolio out of Exxon stock without facing immediate tax consequences. (fortune.com)