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69: This Episode Will Save You Thousands (Seriously)

Rich Habits Podcast

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Exploring the Accessibility of Tax Loss Harvesting and Direct Indexing

The chapter explores the evolution of tax loss harvesting and direct indexing strategies, detailing how technological advancements have made them more accessible to individual investors. The speakers share their experiences with a direct indexing platform, emphasizing the advantages of features like tax loss harvesting and automation.

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