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Tax Loss Harvesting and Direct Indexing - The Secret to Maximizing Your After-Tax Wealth
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Are you tired of paying more taxes than you need to? In this webinar, our Chief Investment Officer Nic Gookin reveals the powerful strategies of tax loss harvesting and direct indexing that can add 1-2% to your portfolio value every year!
Key Timestamps:
[2:12] What is tax loss harvesting and how does it work to offset gains and lower your tax bill?
[10:30] The problems with mutual funds - how they can force you to pay taxes even when your portfolio is down!
[15:00] Real-world examples of the benefits of tax loss harvesting - up to 2% added portfolio value annually
[20:00] What is direct indexing and how does it supercharge tax loss harvesting opportunities?
[30:00] Considerations and trade-offs of implementing direct indexing
[39:00] Comparing direct indexing to ETFs - the pros and cons
Don't miss out on this powerful tax optimization strategy! Watch the full webinar now.
Key Timestamps:
[2:12] What is tax loss harvesting and how does it work to offset gains and lower your tax bill?
[10:30] The problems with mutual funds - how they can force you to pay taxes even when your portfolio is down!
[15:00] Real-world examples of the benefits of tax loss harvesting - up to 2% added portfolio value annually
[20:00] What is direct indexing and how does it supercharge tax loss harvesting opportunities?
[30:00] Considerations and trade-offs of implementing direct indexing
[39:00] Comparing direct indexing to ETFs - the pros and cons
Don't miss out on this powerful tax optimization strategy! Watch the full webinar now.
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