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In this episode of 'Retired Early, Retired Now,' Hunter Kelly, a certified financial planner, introduces a unique investment strategy known as direct index investing. This strategy, historically accessible only to the ultra-wealthy, is now more widely available due to advancements in technology and zero trading fees. Hunter explains how direct index investing allows for significant tax efficiency through tax loss harvesting and customization. The episode elaborates on the criteria for effective use, such as high-income brackets, concentrated stock holdings, and charitable giving, and emphasizes the importance of professional advice for managing the complexity of this strategy. Ideal for high-income earners, the conversation provides valuable insights into minimizing tax liabilities and boosting long-term wealth.

00:00 Introduction to Unique Investment Strategy

00:34 Understanding Direct Index Investing

01:45 Tax Efficiency in Brokerage Accounts

04:06 Benefits of Direct Index Investing

13:10 Managing a Direct Index Portfolio

16:41 Criteria for Direct Index Investing

21:08 Conclusion and Final Thoughts

Dimensional Advisors Research Paper

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