Effective Planning for Realizing Capital Gains

What are capital gains taxes and what impacts can they have on your portfolio? With the strength of the recent market performance and uncertainty around future tax policies, now may be a good time to consider re-balancing your portfolio positions (and incurring some capital gains taxes in the process). In this episode of Choate’s Family Office Podcast Series, Lanny Thorndike, president of ChoateIA, and Erin Kerr, a portfolio manager at ChoateIA, discuss the basics of capital gains taxes and how to think strategically about incurring these gains periodically in order to enhance longer-term performance.