Selling all at once can trigger a large capital gains tax bill and is rarely the right approach on its own. Spreading sales across several tax years helps keep more of the gain out of your highest tax bracket each year. You can also pair staged selling with tax-loss harvesting or other strategies to reduce the tax impact. A Mercer Advisors wealth advisor can help you build a diversified sale schedule tailored to your tax situation and goals.
We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.
