Learn how technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning.
It’s uncertain whether tax rates will increase this year, but active tax management in direct indexing accounts can still improve after-tax returns.
Tax loss harvesting can be tough in rising markets – but savvy managers can enhance after-tax returns by favoring long-term over short-term capital gains.
President Biden’s proposed tax increases for high-income households, the likelihood of their passing in Congress, and ways to prepare portfolios are examined.
Technological advancements and decreased trading costs have now made direct indexing – and its associated tax benefits – a viable option.
As financial professionals are growing more sophisticated in their use of models, they are raising the bar for portfolio providers.