It’s uncertain whether tax rates will increase this year, but active tax management in direct indexing accounts can still improve after-tax returns.
The AIA Racial Equity investment approach uses direct indexing to focus on companies that promote diversity, equity and inclusion.
Learn how a direct indexing strategy can help control the tax impact of diversifying a concentrated stock position.
Learn why direct indexing with a separately managed account (SMA) is more tax-efficient than an index fund or ETF.
Discover how direct indexing can help minimize the tax consequences of transitioning portfolio assets to a new account.