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Comparing our FIRE Portfolios + Asset Allocations (Part 2)

Two Sides of FI

Discussion on Tax Loss Harvesting and Portfolio Rebalancing in Different Account Types

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This chapter explores the concepts of tax loss harvesting and portfolio rebalancing, with a speaker reflecting on a missed opportunity in 2020 and discussing strategies for future tax-efficient investing. The challenges of rebalancing portfolios, particularly in taxable accounts, are also highlighted.

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