Direct Indexing and Tax-Loss Harvesting

How direct indexing and tax-loss harvesting can save you thousands on taxes.

What is direct indexing?

Simply, instead of buying a specific index fund (like the S&P 500, Total U.S. market, etc), you buy individual stocks instead that comprise that particular index. In return, you can tax-loss harvest more:

How direct indexing actually works:

• The platform will buy individual stocks that track an index

• Allows tax-loss harvesting (this …