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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

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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

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