Retirement means shifting from building wealth to generating income—but taxes can get in the way.

Retirement means shifting from building wealth to generating income—but taxes can get in the way.

 

If you’re holding concentrated stock positions or large taxable accounts, selling without a plan could lead to hefty tax bills. With a thoughtful strategy, you can transition your portfolio to income and offset gains to minimize taxes.

 

Direct Indexing, a strategy previously primarily used by institutional and accredited investors, is now available to everyone. Let’s talk about how it could work for you.