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r/investingr/investing· u/Radiant-Cloud92· 2d ago 3

Regarding Tax Managed Investing

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The author asks about the performance and tax alpha of Direct Indexing via Tax-Managed SMAs after fees and withdrawals.

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Has anyone tried Direct Indexing through a Tax-Managed SMA (Separately Managed Account)? I'm interested in knowing what portfolio performance has looked like after fees, taxes, and withdrawals for income. Also curious whether the tax-loss harvesting reduces tax alpha over long period of time?

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