Sizing Up the Potential Tax Benefits of Direct Indexing Free White Paper

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"Sizing Up the Potential Tax Benefits of Direct Indexing"

Free White Paper: "Sizing Up the Potential Tax Benefits of Direct Indexing"

Tax-loss harvesting is a strategy that seeks to achieve two objectives for investors: to closely track the return of a chosen benchmark on a pre-tax basis while helping to add value after taxes. The benefit to investors of systematically realizing, or “harvesting,” losses has the potential to be significant over time, but what is tax-loss harvesting, and why is it important? Download this white paper to find out.
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