Donating appreciated securities from a direct indexing portfolio allows charitably inclined investors to reduce or eliminate tax liabilities while transferring out the tax liability associated with those specific securities.

Authors

• Person: Not available Organization: Parametric Portfolio
  Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade

Sources

• Four Ways to Manage Taxes as Loss Harvesting Opportunities Fade www.parametricportfolio.com Parametric Portfolio via serper

Referenced by nodes (1)

• direct indexing concept