Dec 10, 2024
There are possibilities such as direct indexing that would probably work. That way there's no realized cap gains, and likely de minimis dividends. Another possibility may be private equity, but I know much less about that.
There are possibilities such as direct indexing that would probably work. That way there's no realized cap gains, and likely de minimis dividends. Another possibility may be private equity, but I know much less about that.
Consultant | systems engineer | physicist | writer | avid reader | amateur photographer. I write about personal finance from an often contrarian point of view.