Reduce Tax Impact by Borrowing Instead of Selling

Avoid triggering capital gains tax liabilities by pledging rather than redeeming investments.

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Reduce Tax Impact by Borrowing Instead of Selling

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Reduce Tax Impact by Borrowing Instead of Selling
Avoid triggering capital gains tax liabilities by pledging rather than redeeming investments.
Selling triggers 12.5% LTCG tax. Borrowing triggers zero tax. For high-volume investors, this tax saving often exceeds the interest paid on the loan. In 2026, tax-efficient liquidity is a core component of wealth management. By borrowing against your units, you keep full principal amount working, avoiding the "tax leakage" that happens every time you redeem, allowing for much faster long-term wealth accumulation. Apply now
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