For the best experienceDownload the Mobile App
App Store Play Store
Liz Weston: Couple’s rebalancing of their investment mix comes with hefty tax bill. Was it the right move?
Liz Weston: Couple’s rebalancing of their investment mix comes with hefty tax bill. Was it the right move?
Liz Weston: Couple’s rebalancing of their investment mix comes with hefty tax bill. Was it the right move?

Published on: 03/21/2026

This news was posted by Oregon Today News

Go To Business Place

Description

Tax pros are typically focused on saving their clients money. That often means delaying or avoiding moves that could trigger capital gains taxes. Getty Images.

Dear Liz: We are a retired couple in our late 70s. I worked as a carpenter and my wife worked as a nurse. We saved and invested for the long haul with a well-known discount brokerage.

News Source : https://www.oregonlive.com/business/2026/03/liz-weston-couples-rebalancing-of-their-investment-mix-comes-with-hefty-tax-bill-was-it-the-right-move.html

Other Related News

K-pop sensation BTS returns with a comeback concert in Seoul after a 4-year hiatus
K-pop sensation BTS returns with a comeback concert in Seoul after a 4-year hiatus
K-pop sensation BTS returns with a comeback concert in Seoul after a 4-year hiatus

03/21/2026

After a four-year break K-pop supergroup BTS returned Saturday with a massive free comebac...

Meet the Dutch art detective who tracks down stolen masterpieces
Meet the Dutch art detective who tracks down stolen masterpieces
Meet the Dutch art detective who tracks down stolen masterpieces

03/21/2026

In his modest IKEA-furnished apartment Arthur Brand paces to distract himselfIm nervous he...

Minam Wildlife Area gets management plan
Minam Wildlife Area gets management plan
Minam Wildlife Area gets management plan

03/21/2026

SALEM A Northeastern Oregon wildlife area is getting a management plan The Oregon Fish an...

End of an heir-a: The U.K. abolishes aristocrats' right to inherit Parliament seats
End of an heir-a: The U.K. abolishes aristocrats' right to inherit Parliament seats
End of an heir-a: The U.K. abolishes aristocrats' right to inherit Parliament seats

03/21/2026

In his 20s Charles Courtenay left the drizzly English countryside where he grew up and mov...

'Everybody was wearing black.' How the Iranian diaspora is observing Nowruz amid war
'Everybody was wearing black.' How the Iranian diaspora is observing Nowruz amid war
'Everybody was wearing black.' How the Iranian diaspora is observing Nowruz amid war

03/21/2026

Nowruz the Iranian New Year is one of the biggest holidays of the year for Iranians and ...

ShoutoutGive Shoutout
500/500