Part 1: The Long and Short on Tax-Aware, Long-Short (TALS) Investing

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

For successful investors and high-income earners, this is an episode not to miss...

Sure, you can own an S&P 500 ETF or mutual fund.

You could also own the 500 stocks individually, a strategy nowadays called direct indexing. Direct indexing aims to capitalize on individual stock volatility and add tax benefits by harvesting losses.

Or you may choose to go a step farther up the complexity ladder to own the 500 stocks individually with a tax-aware, long-short overlay. Let's call that TALS for short. Here you expect to obtain the return of the S&P 500, add an extra return from the overlay, increase diversification, and provide significantly more tax benefits than direct indexing. It's a mouthful, but it sure sounds good!

Have a sizable brokerage account? Have unrealized capital gains? Be sure to listen to Kevin Kroskey, CFP®, MBA explore why adding the TALS strategy can help solve these good problems to have.

Here’s some of what we discuss in this episode:

• The Q4 focus for our clients and an office update.
• These strategies are bit more complex so they broadly apply more for successful investors.
• The risks associated with TALS.
• The 3 key building blocks for this strategy.

Have questions?

Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals.

http://bit.ly/calltruewealth

Tax-Loss Harvesting: Wall Street’s New Strategy Cuts Rich Americans' Bills – Bloomberg - https://www.bloomberg.com/news/features/2024-10-24/tax-loss-harvesting-wall-street-s-new-strategy-cuts-rich-americans-bills

Watch Wall Street Finds Another Workaround With Taxes, Losses – Bloomberg - https://www.bloomberg.com/news/videos/2024-10-25/wall-street-finds-another-workaround-with-taxes-losses-video