Q. What’s the deal with Smart Portfolio taxes?
Because Smart Portfolio is structured as a taxable personal account, the tax implications for your Smart Portfolio are almost the same as those for your Personal Portfolio. In general, a security sold at a gain will be subject to taxes on the difference in the sales price and the cost of purchase.…
Q. How often does this portfolio rebalance? What is rebalancing?
Smart Portfolios contain various funds that have been pre-selected by the financial team at Stash. When you fund your Smart Portfolio, your specific allocations to investments that make up your Smart Mix will aim to suit your risk profile. Over time,…
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