How Investing With Wealthfront Can Save You Money On Taxes

We're covering all the ways Wealthfront saves you money on taxes while also maximizing your returns. This includes taxloss harvesting, direct indexing, and taxefficient transfers to and from Wealthfront. We’ll even talk about how backdoor Roth IRAs can save you taxes as a highearner.

✍ HELPFUL LINKS ✍
✦Learn more about Wealthfront here https://bit.ly/33OhbPM
✦Learn more about Direct Indexing https://support.wealthfront.com/hc/en...
✦Learn how we'll transfer your investments to Wealthfront taxefficiently https://support.wealthfront.com/hc/en...
✦Learn more about our fees https://www.wealthfront.com/pricing
✦Check out our Financial Health Guide https://blog.wealthfront.com/financia...

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TIMESTAMPS
00:00 Intro
01:14 Direct Indexing + TaxLoss Harvesting
03:20 Direct Indexing TLH Example
05:00 Demo: Add Direct Indexing
06:43 TaxEfficient Transfers
07:26 TaxEfficient Transfers with supported investments
08:40 TaxEfficient Transfers with unsupported investments
09:09 TaxEfficient Transfers with individual stocks
10:24 TaxEfficient Transfers with Company Stock
11:48 Backdoor Roth IRA

DISCLOSURE
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment or tax advice. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Wealthfront Advisers and its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors to discuss taxrelated matters specific to their situation. Investment advisory services are provided by Wealthfront Advisers LLC, an SECregistered investment adviser, and brokerage products and services are provided by Wealthfront Brokerage LLC, Member FINRA/SIPC.