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Personal Investments • Tax Question - Irrevocable Trust - Cap Gains

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If generating LT (and some ST) cap gains in an irrevocable trust for the purpose of rebalancing, is there any way to avoid paying cap gains taxes?

I thought I read somewhere that rebalancing in an irrevocable trust isn't subject to cap gains taxes but can't find it elsewhere so may have misread (but hopeful I didn't!) Thank you.

Statistics: Posted by bogler21280 — Tue Apr 09, 2024 12:29 pm — Replies 1 — Views 120



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