Author Topic: Seeking Help Analyzing Schwab Equity-Tax-Loss-Harvesting Product  (Read 661 times)

cool7hand

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Hey all. Our advisor at Schwab has been supportive of our FIRE goals. He shared the following Schwab product as a possible alternative to SCHB in our portfolio. We're curious if anyone has experience with whether such products tend to outperform the index when they add in tax loss harvesting? Indeed, is there a heuristic to figure out how much income is needed to realize any tax benefits? I'd say more, but we don't want to influence anyone's response. If this is covered elsewhere, please share a link!

Thanks all!

https://www.schwab.com/direct-indexing
   and
https://www.schwabassetmanagement.com/products/snxfx
« Last Edit: May 10, 2022, 09:55:00 AM by cool7hand »