Direct Indexing for Tax Loss Harvesting

Combining tax loss harvesting with strategic asset location may reduce costs associated with purchasing the same investments across multiple accounts
By
Eduarda Gaige, APMA; Brandon Schoeppler, CFP®, CFA, CIMA, ChFC, CRC; and Mitchell Meurlott, CFP®, CLU

Journal of Financial Planning: October 2022

 

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Journal: October 2022

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