Is Direct Indexing Worth It? The Truth for High-Income Investors (with Ben Lake, CFA®, CFP®)
Автор: Thomas Kopelman
Загружено: 2025-10-10
Просмотров: 683
Описание:
In this episode, we break down direct indexing and long/short direct indexing - two powerful (and often misunderstood) tax strategies for high-income earners, business owners, and those with concentrated stock positions. We talk about:
The difference between ETFs, mutual funds, and direct indexing
How direct indexing helps you harvest tax losses while tracking an index
Who direct indexing makes sense for (and who should skip it)
When to switch from standard direct indexing to a long/short strategy
Real-world scenarios where direct indexing can create massive tax savings
✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
✅ My personal blog & newsletter: https://www.thomaskopelman.com
Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.
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