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2022 SECURE 2.0 Act Webinar Transcript
5 Things You Need to Know About Life Settlements
Dr. Wade Pfau's How to Use Reverse Mortgages to Secure a Retirement White Paper
Guide to Breaking Down LTCI Partnership Policies
IRAs at Death & Beyond Webinar Transcript
Medicaid Annuities and IRAs Guide
Social Security Guide 2023
self study Comments page
A few comments from listeners:
Direct indexing simply isn't worth it for the average retail investor. It's a high-net-worth strategy.
- Maria R.
I wasn't familiar with direct indexing. Excellent summary of what it is and under what circumstances it is beneficial.
- Marian J.
I learned the use of direct indexing for tax harvesting and annual income thresholds needed for direct indexing to be effective.
- Jacqueline B.
Ironic that tax loss harvesting seems so celebrated as a strategy...after all it means you have to have losers in your portfolio...the foe we all battle!
- Kevin K.
This helped to draw a basic line of who benefits from direct indexing.
- Richard H.