Defer Capital Gains With Direct Indexing
July 14, 2023 at 13:52 PM EDT
In 2021, which was a record year for IPOs, many high-net-worth investors exited large positions from holdings in private assets. During this time, an advisory client of Vanguard would roll those capital gains from these exits “into an opportunity zone.” That opportunity zone was in direct indexing. Direct indexing is a separately managed account designed [...] The post Defer Capital Gains With Direct Indexing appeared first on ETF Trends .
