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Guest Expert: Professor Harry Mamaysky andInvestors have access to a multitude of personalized indexing products, a key benefit of which is to allow for tax-loss harvesting (TLH). In this webinar, Professor Harry Mamaysky, Columbia Univers...
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When attendees were asked what they learned, they responded:
I like the independent quantification of the potential benefits of direct indexing. For someone with offsetable gains (not everyone), expecting to use the money in their lifetimes (many), and in a similar tax bracket over time (many), the benefits are 30bps. Direct indexers are basically receiving all of the gains from the strategy. And... a couple of years into a direct indexed portfolio leaves the client locked into the strategy forever - not a bad deal for the direct indexer.
- Mark W.
Understanding the actual mathematics for utilizing TLH The actual proposed time period to wait before implementing the strategy. Understanding concepts of the Wash Sale Rule & at when implementing the strategy is actually beneficial.
- Darin D.
TLH is beneficial only to the extent there are contemporaneous or future gains outside the portfolio to offset, and the saved taxes are reinvested. Excellent speaker - one of the best I've heard in this webinar series.
- Frederick M.
I like the independent quantification of the potential benefits of direct indexing. For someone with offsetable gains (not everyone), expecting to use the money in their lifetimes (many), and in a similar tax bracket over time (many), the benefits are 30bps. Direct indexers are basically receiving all of the gains from the strategy. And... a couple of years into a direct indexed portfolio leaves the client locked into the strategy forever - not a bad deal for the direct indexer.
- Mark W.
Understanding the actual mathematics for utilizing TLH The actual proposed time period to wait before implementing the strategy. Understanding concepts of the Wash Sale Rule & at when implementing the strategy is actually beneficial.
- Darin D.
TLH is beneficial only to the extent there are contemporaneous or future gains outside the portfolio to offset, and the saved taxes are reinvested. Excellent speaker - one of the best I've heard in this webinar series.
- Frederick M.
I like the independent quantification of the potential benefits of direct indexing. For someone with offsetable gains (not everyone), expecting to use the money in their lifetimes (many), and in a similar tax bracket over time (many), the benefits are 30bps. Direct indexers are basically receiving all of the gains from the strategy. And... a couple of years into a direct indexed portfolio leaves the client locked into the strategy forever - not a bad deal for the direct indexer.
- Mark W.
Understanding the actual mathematics for utilizing TLH The actual proposed time period to wait before implementing the strategy. Understanding concepts of the Wash Sale Rule & at when implementing the strategy is actually beneficial.
- Darin D.
TLH is beneficial only to the extent there are contemporaneous or future gains outside the portfolio to offset, and the saved taxes are reinvested. Excellent speaker - one of the best I've heard in this webinar series.
- Frederick M.