How Direct Indexing Can LOWER Your Tax Bill!

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Assets and Taxes

Asset Strategy

15 episodes

1 week ago

Welcome to "Assets & Taxes," the Asset Strategy podcast where we explore financial planning, tax strategies, investment, and retirement ideas. Hosted by our expert financial advisors, we help you grow your wealth and minimize taxes. Perfect for individuals and small to mid-sized business owners, join us for timely discussions, expert interviews, and actionable tips to make your money work harder. Tune in and let's maximize your assets while keeping taxes at bay! WHERE TO FIND US: https://linktr.ee/assetstrategy BOOK A FREE DISCOVERY CALL: https://assetstrategy.com/contact/#AS_Discovery_Call

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All content for Assets and Taxes is the property of Asset Strategy and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

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How Direct Indexing Can LOWER Your Tax Bill! | Episode #4

Assets and Taxes

20 minutes 1 second

1 year ago

How Direct Indexing Can LOWER Your Tax Bill! | Episode #4

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