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Ask HTM - Is Direct Indexing Worth It, Sticky Cosigning Situations, & Kiddos With Credit Or Debit #949

How to Money

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Exploring Direct Indexing and Tax Efficiency

This chapter explores a listener's financial landscape, focusing on their investment strategy that includes direct indexing and a separately managed account. It highlights the potential tax benefits of stock donations and loss harvesting while questioning the value of management fees in optimizing tax savings.

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