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69: This Episode Will Save You Thousands (Seriously)
Rich Habits Podcast
Direct Indexing with Tax Loss Harvesting
Direct indexing with tax loss harvesting is a strategy that combines passive index performance with tax benefits by owning individual stocks underlying the index. This strategy involves daily monitoring of holdings to identify tax loss harvesting opportunities and automate the process. While popular among family offices managing large assets, it traditionally required high minimum investments, which limited its accessibility.
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