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 …
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