Lot Layering: The New Frontier for Hedge Fund Partnership Allocations

The Tax Benefits of Direct Indexing: Not a One-Size-Fits-All Formula

N Sosner, M Gromis, S Krasner - The Journal of Beta Investment …, 2022 - pm-research.com
Direct-indexing strategies realize tax benefits by harvesting losses on individual stock
positions. Some investors might benefit from this powerful tool for growing after-tax wealth …
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The Tax Benefits of Direct Indexing, and How They Are Affected by the Biden Tax Plan

N Sosner, M Gromis, S Krasner - The Journal of Beta Investment …, 2022 - papers.ssrn.com
Direct-indexing strategies realize tax benefits by harvesting losses on individual stock
positions. Some investors might benefit from this powerful tool for growing after-tax wealth …
Save Cite Cited by 3 Related articles All 3 versions View as HTML