Why Direct Indexing Is So Important for Tax-Loss Harvesting
May 23, 2023 at 12:30 PM EDT
Tax-loss harvesting involves selling an investment at a loss, then reinvesting the proceeds of that sale into another asset. It’s also one of the main benefits of direct indexing. Unlike a mutual fund or ETF, personalized indexing allows investors to harvest losses at the security level. A direct indexing strategy can open more tax-loss harvesting [...] The post Why Direct Indexing Is So Important for Tax-Loss Harvesting appeared first on ETF Trends .
