Скачать или смотреть Direct Indexing: Unlock Tax Savings and Investment Control

Unlock Tax Savings and Customization with Direct Indexing

Discover how direct indexing can revolutionize your investment strategy by offering greater tax savings, customization, and control. This video covers what direct indexing is, why it can be a smarter choice compared to traditional index funds or ETFs, and provides a step-by-step guide on how to implement it. Learn about the benefits of tax loss harvesting, cost-effectiveness, and aligning your portfolio with your personal values. Ready to tailor your investments and save on taxes? Watch now and take control of your financial future.

I'm Tommy Cloud, CFP® founder of Third Act Retirement Planning. Since 2000, we've helped Christians be faithful stewards of their wealth, guided by the principle that managing resources is both a blessing and a responsibility.

Our Three Pillars of Wise Stewardship:
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Seeking the Right Financial Counsel
Practicing Intentional Stewardship

We can only work with a select number of families. So, we've created this channel to share proven strategies and insights from our years of helping clients achieve their financial goals.

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Slash Your Taxes With Tax Loss Harvesting:    • Slash Your Taxes With Tax Loss Harvesting  

Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Third Act Retirement Planning or its members cannot be held liable for any use or misuse of this content.

00:00 Introduction to Direct Indexing
00:29 What is Direct Indexing?
00:48 Why Direct Indexing is a Smarter Choice
01:03 Tax Efficiency and Customization Benefits
01:52 How to Start Using Direct Indexing
02:39 Conclusion and Next Steps