Are you holding significant stock in one company or looking to sell your business or property? The unfortunate reality is that big gains often come with big taxes. But there's good news: direct indexing is a solution that's gaining popularity, not just among CEOs, but for everyone. This strategy can help you offset capital gains taxes, diversify your investments, and provide more liquidity.
Direct indexing involves actively managing your portfolio to strategically harvest losses, balancing out gains. This approach requires experience, expertise, and forward-thinking, making it essential to work with a trusted advisor.
If you want to keep more of what you make, reach out to us. We'll discuss your unique situation and find the best strategies to fit your needs.
Source: Russell Investments
