Direct Indexing and Tax-Loss Harvesting with Angela R. Berkosky (Ep. 209)
Watching a stock or business grow substantially can feel rewarding, until you start thinking about the tax bill that could come with selling it. For investors with appreciated stock, multiple account types, or proceeds from a major sale, investment decisions and tax decisions can quickly become intertwined.
In this episode, Larry Heller, CFP®, CDFA®, speaks with Angela R. Berkosky, CFA®, MBA, Director of Investment Strategy at Savant Wealth Management, about incorporating taxes into portfolio decisions. They explore how different investments may fit within taxable accounts, traditional IRAs…
The skinny
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