Direct indexed tax loss harvesting is a strategic approach to managing your investments that can provide significant tax ...

Citations: Baker, Scott, Lisa Pritchard. 2016. Method and System for Providing Indexed Consumer Spending Data Based On Per Account Consumer Tranactional Data.

“This fixed index annuity offers pre-built model allocations that not only help optimize annuity performance, but also make the allocation ... for your crediting method is referred to as a ...