Tax-Loss Harvesting a Key Benefit to Direct Indexing
May 08, 2023 at 18:16 PM EDT
Tax-loss harvesting involves selling an investment at a loss, then reinvesting the proceeds of that sale into another asset. It’s one of the primary benefits that direct indexing boasts. Investors can’t sell individual failing stocks for tax-loss harvesting purposes within a mutual fund or ETF. They can, however, sell securities at a loss to offset [...] The post Tax-Loss Harvesting a Key Benefit to Direct Indexing appeared first on ETF Trends .