Tax Alpha Insider
New? Start here Subscribe Brent Sullivan About
Direct Indexing

Can direct indexing + tax-gain harvesting beat the 529 plan?

Kids qualify for an annual tax benefit that no one uses

Brent Sullivan·
Cartoon pitting direct indexing with tax-gain harvesting against a 529 plan using an unused kiddie tax benefit

3x per week · Full archive · Cancel anytime

Cited by AQR. Quoted in the WSJ, Bloomberg, and Barron’s.