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How Direct Indexing Can LOWER Your Tax Bill! | Episode #4
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Asset Strategy에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Asset Strategy 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.
In this episode of 'Assets and Taxes' financial professional, David O'Brien CFP®, CAIA®, is joined by special guest Jeff Murphy CFA, Market Leader at Invesco. They analyze why Direct Indexing is becoming an effective tax savings strategy. DOWNLOAD OUR FREE FINANCIAL GUIDES: https://assetstrategy.com/financial-guides/ BOOK A DISCOVERY CALL WITH US: https://assetstrategy.com/contact/#AS... Contact David: dco@assetstrategy.com Contact Jeff: https://www.linkedin.com/in/jeffmurphy6/ (0:00) Introduction (1:17) Podcast Start (2:07) What is Direct Indexing (3:40) Benefits of Direct Indexing (5:02) Tax Loss Harvesting (7:32) How Can You Use Direct Indexing (8:00) What is the 'Wash Sale Rule?' (10:55) How Technology Has Made An Impact (12:20) Invesco's Strategy (17:22) Direct Indexing Planning (18:58) Conclusion This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Because investor situations and objectives vary this information is not intended to indicate that an investment is appropriate for or is being recommended to any individual investor. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. Indices are unmanaged and investors cannot invest directly in an index. Unless otherwise noted, performance of indices does not account for any fees, commissions or other expenses that would be incurred. Returns do not include reinvested dividends. Advisory services offered through Asset Strategy Advisors, LLC (ASA). Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Insurance offered through Asset Strategy Financial Group, Inc. (ASFG). ASFG and ASA are independent of CIS. To access Concorde’s Form Customer Relationship Summary (CRS), Privacy Policy and other disclosures, please click the link in the description. Asset Strategy does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstances. CRS Form: https://assetstrategy.com/wp-content/uploads/2022/04/Asset-Strategy-CRS-June-30-2020.pdf
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