Скачать или смотреть Tax-Efficient Investing | Ep. 92 | Stephen Tuckwood | The Guided Retirement Show

After making his Guided Retirement Show debut in May, Modern Wealth Management Director of Investments Stephen Tuckwood joins Dean Barber again to talk about direct indexing and custom indexing. Tuck is a Chartered Financial Analyst and wants you to have a good understanding of tax-efficient investing. It’s a big deal.

When we think about people who have invested money outside of retirement accounts, taxes can be a big wealth eroding factor and take away from the total return. That’s why we’re going to focus today on tax-efficient investing and in particular, direct indexing, which is fairly new to the average investor.

In this podcast interview, you’ll learn:
• The theory behind direct indexing and its structure
• How to remain diversified via direct indexing
• The benefits and drawbacks of direct indexing

Timestamps:
00:00 - Introduction
01:44 - What Is Direct Indexing?
06:00 - Customized Investing
08:05 - Tax-Efficient Investing
12:49 - Taxes on ETFs and Mutual Funds
16:12 - Concentrated Positions
19:17 - Cons to Direct Indexing
21:13 - Costs of Direct Indexing
22:47 - What We Learned Today

Stephen's First Episode:    • Proper Portfolio Construction | Ep. 87 | S...  

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CORRECTIONS:
At 10:29 and a PowerPoint slide is displayed. The slide includes a footnote with an inadvertent editing error. The footnote should read, "Hypothetical example only and NOT representative of actual results."

At 17:09 and a PowerPoint slide is displayed. The slide includes a footnote with an inadvertent editing error. The footnote should read, "Hypothetical example only and NOT representative of actual results."