Tax Loss Harvesting Is No Longer Just for the Ultra Wealthy
September 21, 2023 at 11:18 AM EDT
Ultra high net worth investors have been using direct indexing to reduce their annual tax bill for years. But thanks to breakthroughs in technology and the ability to buy fractional shares, direct indexing has become more accessible. A wider array of investors can now enjoy direct indexing’s tax-loss harvesting (TLH) capabilities. Tax-loss harvesting involves selling [...] The post Tax Loss Harvesting Is No Longer Just for the Ultra Wealthy appeared first on ETF Trends .