6min chapter

The Long View cover image

Ed Slott: Tax Planning for 2025 and Beyond

The Long View

CHAPTER

Exploring Direct Indexing and Tax Strategies

This chapter examines direct indexing portfolios and their role in active tax loss harvesting, contrasting them with traditional investment approaches. It emphasizes the complexities of managing custom portfolios, the significance of long-term tax planning, and the critical need for meticulous documentation in reporting tax losses.

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