← Back to dashboard
Share
050%
Regarding Tax Managed Investing
Investor summaryNeutral
The author asks about the performance and tax alpha of Direct Indexing via Tax-Managed SMAs after fees and withdrawals.
Post body
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?
Discussion · top comments
No comment snapshot fetched for this post yet.

r/investing