Glaser Weil’s Aman Badyal Quoted in USA Today on Tax Savings Using Direct Indexing

Glaser Weil Tax Partner Aman Badyal was interviewed by USA Today for a piece regarding the potential tax savings using direct indexing, an investment strategy which was once only available to high net worth investors where separately managed accounts mimic an index allowing for holdings curation. Applying tax-loss harvesting to these accounts may minimize taxes due after selling certain stock holdings positions at a loss to offset the gain from selling others.

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