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Episode 70: Dr. Wes Gray discusses the unique tax benefits of ETFs and other topics of interest, host Rick Ferri
Bogleheads On Investing Podcast
Manage Gains Wisely: Navigate the Maze of Direct Indexing
Direct indexing can create strategic capital losses to offset immediate capital gains, such as from selling a business. However, after utilizing these losses in the first year, investors may find themselves burdened with numerous stocks the following year, lacking a clear exit strategy. Many brokers and asset managers prefer clients to retain these stocks to continue generating management fees, but this can become impractical. An effective exit strategy is essential, whether through donating appreciated stocks to charity or liquidating positions to avoid ongoing fees and the complexities of tax management. Exploring tax codes, like section 351, may provide alternative solutions for navigating these challenges.
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