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Tax-Loss Harvesting (and Where Direct Indexing Fits)
Bryan Hancock, MBA, CFP® Bryan Hancock, MBA, CFP®

Tax-Loss Harvesting (and Where Direct Indexing Fits)

At its core, tax-loss harvesting is a tax management technique: when part of a taxable portfolio is down, you may be able to sell at a loss, reinvest promptly, and potentially use that loss to reduce taxes. Done well, it can improve after-tax outcomes over time. Done poorly, it becomes an expensive and unintended drift into market timing.

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