Wealth advisers pitch tax strategies to newly rich tech workers, The Information reports
The Information says the boom has helped push $1.2 trillion into direct indexing within separately managed U.S. accounts.
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The Information@theinformationWealth advisers are pitching newly rich tech workers on increasingly sophisticated ways to reduce taxes on concentrated stock fortunes. The boom has helped push $1.2 trillion into direct indexing within separately managed U.S. accounts. Full story: https://thein.fo/4yhKweu
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