Is Direct Indexing Right for Your Clients?

Gaining Perspective

Advisor Perspectives에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Advisor Perspectives 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2y ago 31:39

MP3•에피소드 홈

Across the U.S. wealth spectrum, $2 out of $3 of investable assets are in taxable accounts. Having a comprehensive tax management strategy is critical. In the context of separately managed accounts, tax-loss harvesting is one component of a tax management strategy. Tax-efficient or tax-aware portfolio rebalancing is a key part of that. That includes the ability to evolve or rebalance the portfolios periodically in a tax-efficient manner by minimizing the overall tax liability. The tax-efficient techniques involve pairing gains against losses or avoiding short-term gains in favor of long-term gains, or capping gains in general to minimize overall tax cost.
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Here are links for more information about Manju and Allspring:

Unlock Smart Outcomes (white paper)- https://www.allspringglobal.com/globalassets/assets/public/pdf/insights/investing/unlock-smart-outcomes.pdf
Megatrends: Tax Management (podcast)- https://blogs.allspringglobal.com/2023/09/megatrends-tax-management/?utm_source=insights&utm_medium=website&utm_campaign=podcast
Tax-Loss Harvesting: Seizing Opportunity in Fixed Income (white paper)- https://www.allspringglobal.com/globalassets/assets/public/pdf/insights/investing/tax-loss-harvesting-seizing-opportunity-in-fixed-income.pdf

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