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With Total Tax 365, your Morgan Stanley Financial Advisor can help bring innovative technology to the old wisdom about eggs and baskets. Diversification has typically played a key role in managing risk and if you qualify, you can do it in a tax-smart way that’s integrated into your investment plan and financial goals.
Hypothetical Growth of $1MM Over 20 Years*. $4.2M. $3.5M. (1% Tax Drag) $2.9M. (2% Tax Drag) For illustrative purposes only. The above hypothetical analysis compares a base portfolio that assumes a 7.5% annual return with two other portfolios with reduced annual returns of 6.5% and 5.5% over a 20-year period gross of fees.
Diversify your position to manage risk. Action. Our tax-efficient solutions include exchange funds5 and other tools that help diversify concentrated stock positions created by an inheritance, employment stock grant or appreciation. Situation. You own a large position in one stock and want to decrease your exposure.
TOTAL TAX 365. Total Tax 365 is our full spectrum of year-round, active tax management solutions, tailored to help you minimize tax drag in your portfolio. We offer a comprehensive range of tax-efficient products and solutions to help you manage your tax liability and grow your long -term wealth. SHIFTING TAX LANDSCAPE
- Use Tax-Aware Asset Location
- Consider Tax-Favorable Investment Solutions
- Employ Tax-Loss Harvesting
- Max Out Retirement Plans
- Engage in Legacy Planning and Gifting
- Help Minimize Your Overall Tax Bill
Different kinds of accounts are subject to different tax rules. A tax-aware asset location strategy that accounts for those differences may increase your after-tax returns. For example, by allocating taxable assets which may generate income, such as dividend-paying stocks and corporate fixed income, to tax-deferred and tax-exemptaccounts (e.g. Indi...
Many investments allow you to save for a variety of goals while also offering tax benefits. Municipal bonds, which are typically exempt from federal (and in many cases, state and local) taxes, for example, can be a tax-efficient investment against current and potentially higher tax rates. Beyond municipal bonds, consider tax-efficient mutual funds ...
Current U.S. federal tax law permits tax-loss harvesting, a process by which you can offset capital gains with capital losses incurred during that tax year, or carried over from a prior tax year, potentially lowering your overall federal income tax liability. This can be a particularly useful strategy during years, like the past one, where markets ...
Consider maxing out contributions to your account through your employer’s retirement benefits, such as a 401(k) plan, since contributions typically occur on a pretax basis. Contributing to a traditional IRA can also lower your taxable income for the current year, since contributions may be tax-deductible.1Because these are tax-deferred accounts, yo...
For 2023, the federal estate tax exemption increased to $12.92 million per individual and $25.84 million for a married couple. In 2024, those limits go up to $$13.61 million for individuals and $27.22 million for married couples.3Unless Congress makes a change, the estate tax exemption will be reduced to pre-2018 levels starting in 2026. Regardless...
With Total Tax 365, Morgan Stanley Financial Advisors offer tax-smart techniques and strategies to help you reduce the impact of taxes, all year round. Talk to your Morgan Stanley Financial Advisor to learn more. In addition, if you have complex tax planning needs, your Morgan Stanley Financial Advisor can connect you to experienced tax professiona...
Jul 19, 2023 · At Morgan Stanley, giving back is a core value—a central part of our culture globally. We live that commitment through long-lasting partnerships, community-based delivery and engaging our best asset—Morgan Stanley employees. Since our founding in 1935, Morgan Stanley has consistently delivered first-class business in a first-class way.
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Let's discuss strategies to help reduce the impact of taxes on your portfolio all year round, part of Morgan Stanley's Total Tax 365 approach. Schedule a meeting: https://lnkd.in/gS6JqXF2 # ...
