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Found 3 Skills
Tax-aware investing: asset location, tax-loss harvesting, gain/loss management, tax-efficient withdrawal sequencing.
Review investment portfolios for risk, diversification, fees. Asset allocation recommendations, tax-loss harvesting, rebalancing.
Maintain portfolio allocations over time using calendar-based, threshold-based, and tax-efficient rebalancing strategies. Use when the user asks about when to rebalance, rebalancing bands, transaction cost trade-offs, tax-efficient rebalancing, or the rebalancing premium. Also trigger when users mention 'my portfolio drifted', 'how often should I rebalance', 'rebalancing across taxable and IRA accounts', 'volatility harvesting', 'buy low sell high automatically', or ask whether to use cash flows to rebalance.