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Can direct indexing + tax-gain harvesting beat the 529 plan?
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Can direct indexing + tax-gain harvesting…
Brent Sullivan
Jan 5
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Tax Alpha Insider
Can direct indexing + tax-gain harvesting beat the 529 plan?
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Notes
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Kids qualify for an annual tax benefit that no one uses
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Can direct indexing + tax-gain harvesting…
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Kids qualify for an annual tax benefit that no one uses