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SmartHarvest Portfolios, LLC is an SEC-registered investment adviser. To view the firm’s Customer Relationship Summary, please click here. Investing involves inherent risks, including the possibility of losing your initial capital. The information shared here is intended for informational purposes only and should not be interpreted as investment advice. The strategies or investments discussed may not be suitable for every investor, as the appropriateness of a particular investment or approach relies on each individual’s specific circumstances and objectives.

Any tax-related information provided is for illustrative purposes and does not represent tax advice from SmartHarvest Portfolios, LLC. Due to the complexities of tax laws, not all taxpayers will experience the situations described in the same manner; thus, the examples and calculations here are intended to reflect some taxpayers but not all. Each investor’s circumstances concerning income tax, estate tax, and asset allocation can differ, meaning that the calculations may not apply universally. It is recommended that individuals consult with tax and investment professionals regarding their unique situations before proceeding. Clients using direct indexing may discover that those with lower tax rates than assumed or with no taxable income would experience reduced tax benefits from such indexing compared to what has been indicated.

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