How Investing with Wealthfront Can Save You Money on Taxes

We’ll discuss all the ways Wealthfront saves you money on taxes while maximizing your returns. This includes tax-loss harvesting, direct indexing, and tax-efficient transfers to and from Wealthfront. We’ll even talk about how backdoor Roth IRAs can save you taxes if you’re a high earner.

️ USEFUL LINKS ️
More information about Wealthfront can be found here: https://bit.ly/33OhbPM
Learn more about direct indexing https://support.wealthfront.com/hc/en-us/articles/211005023-Wealthfront-s-US-Direct-Indexing-
Find out how we can transfer your investments to Wealthfront in a tax-efficient way https://support.wealthfront.com/hc/en-us/articles/115003949806-Why-might-my-tax-bill-increase-as-a-result-of-a-transfer-
Learn more about our rates https://www.wealthfront.com/pricing
Check out our financial health guide https://blog.wealthfront.com/financial-health/

WATCH NEXT
How Tax Loss Harvesting Saves You Taxes https://youtu.be/cwRphp_9BXY
4 Ways to Build Wealth in Your 30s https://youtu.be/B5kXmIMVa20
4 Ways to Build Wealth in Your 20s https://youtu.be/LVRF9B0BjIM

TIMESTAMPS
00:00 — Introduction
01:14 — Direct indexation + tax loss harvesting
03:20 — Direct Indexing TLH Example
05:00 — Demo: Add Direct Indexing
06:43 — Tax-efficient transfers
07:26 — Tax-efficient transfers with supported investments
08:40 — Tax-efficient transfers with unsupported investments
09:09 — Tax-efficient transfers with individual shares
10:24 — Tax-efficient transfers with company shares
11:48 — Backdoor Roth IRA

REVELATION
The information contained in this communication is for general informational purposes only and should not be construed as investment or tax advice. All investments involve risks, including possible loss of the money you invest, and past performance is not a guarantee of future performance. Wealthfront Advisers and its affiliates do not provide tax advice and investors are encouraged to consult their personal tax advisors to discuss tax-related matters specific to their situation. Investment advisory services are provided by Wealthfront Advisers LLC, an SEC registered investment advisor, and brokerage products and services are provided by Wealthfront Brokerage LLC, member FINRA/SIPC.

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