Tax-efficient portfolio transitions using direct indexing
How direct indexing can help limit the tax consequences of transitioning portfolio assets to a new account.
- There are many reasons investors may want to move their investments to a new account – but liquidating a portfolio and starting from scratch can trigger an unwanted tax bill.
- With a separately managed account, investors can transfer selected securities to the new account, selling only as much as necessary for proper diversification.
- Because each account is customized, investors can specify capital gains limits to minimize, delay, or avoid any net taxes.
The views and opinions expressed may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted. Actual results may vary.