Direct indexing portfolios offer greater flexibility for tax loss and tax gain harvesting bit.ly/3mNntZf #financialinsight, #personalfinance, #money

Even in a rising market, many individual stocks inside an index will post negative returns insightfinancialstrategists.com/what-is-direct… #financialinsight, #personalfinance, #money bit.ly/3JGmu68

Direct indexing tax loss harvesting allows investors to take advantage of the fact that many positions are going down even in a rising market bit.ly/3ZMBzZN #financialinsight, #personalfinance, #money

Direct indexing can offer the benefit of harvesting capital gains and losses, potentially resulting in a meaningful increase in performance bit.ly/42cJAZu #financialinsight, #personalfinance, #money

Direct indexing also presents more complications than a portfolio using funds since individual securities can be held and traded for tax loss harvesting bit.ly/3yFVXQ8 #financialinsight, #personalfinance, #money

direct indexing can result in a better Return On Investment, primarily through tax advantages bit.ly/3Z4AZW9 #financialinsight, #personalfinance, #money

Emile Hallez at InvestmentNews tackles #ESG, politics, & what clients want. Check it out! Like and click! With contributions from Insight Financial Strategists Tom Balcom, Mitchell Kraus, Sarah Paulson, @kevin_cheeks, David Tenerelli Thilan Kiridena CFP® ChFC® & @americanpwealth investmentnews.com/esg-in-advisor…

A variety of tax rules can also give retirees, or ideally pre-retirees, opportunities to plan such that they can optimize their lifetime taxes, and avoid paying more than their fair share #financialinsight, #personalfinance, #money insightfinancialstrategists.com/do-you-have-to…

Many retirees find that they will pay some taxes on their social security income #financialinsight, #personalfinance, #money bit.ly/3Lh3VGH

Retirees are often surprised to find that their pension income is taxable as ordinary income at the federal level, just as other retirement account income #financialinsight, #personalfinance, #money bit.ly/3HaJw3o

Roth accounts can be tremendously useful to optimize taxes in retirement by strategically combining income from Roth accounts with income from taxable accounts #financialinsight, #personalfinance, #money bit.ly/3oHnZJy

Before jumping into making a Roth conversion, it is important to understand that the point of a Roth account contribution should be to reduce lifetime taxes #financialinsight, #personalfinance, #money bit.ly/3Lpi8Br

For people preparing to retire, it may make sense to divert investments from retirement accounts to brokerage accounts #financialinsight, #personalfinance, #money bit.ly/3LlUt4J

Forging Ahead: Path Forward for Financial Advisors for Women wealthofgeeks.com/female-finance… via Wealth of Geeks #financialinsight #womenempowerment

I haven't seen one of those in a long time! Do people still use it?

Beth Pinsker, CFP® MarketWatch Ryan L. Losi Tax Bracket changes are the kind of thing we get concerned about Beth Pinsker, CFP®!!!