Tax Alpha Insider

Tax Alpha Insider

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

Kids qualify for an annual tax benefit that no one uses

Brent Sullivan's avatar
Brent Sullivan
Jan 05, 2025
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Brent Sullivan – Daniel Gold sent me a message on LinkedIn a few weeks ago with a clever tax strategy for kids. I have two young boys and was curious. Below is his article, with light editing, about direct indexing with tax-gain harvesting applied to the kiddie tax.

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