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1. www.morganstanley.com › what-we-do › wealthTax-Smart Investing: Total Tax 365 - Morgan Stanley

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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.

   • Morgan Stanley Total Tax 365

     The Morgan Stanley Global Impact Funding Trust, Inc. (“MS...

2. www.morganstanley.com › Themes › taxTax Efficient Investing and Financial Planning - Morgan Stanley

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   Jul 19, 2023 · When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms ...

3. advisor.morganstanley.com › MSTT365-OCT-2023Morgan Stanley Total Tax 365

   advisor.morganstanley.com › MSTT365-OCT-2023

   The Morgan Stanley Global Impact Funding Trust, Inc. (“MS GIFT, Inc.”) is an organization described in Section 501(c) (3) of the Internal Revenue Code of 1986, as amended that sponsors a donor advised fund program. MS Global Impact Funding Trust (“MS GIFT”) is a donor-advised fund.

4. advisor.morganstanley.com › scottMorgan Stanley Total Tax 365

   advisor.morganstanley.com › scott

   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

5. advisor.morganstanley.com › barbara › documentsMorgan Stanley Total Tax 365

   advisor.morganstanley.com › barbara › documents

   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.

6. www.morganstanleyclientserv.com › DefaultMorgan Stanley Online

   www.morganstanleyclientserv.com › Default

   Access your Morgan Stanley account statements securely online.

7. People also ask

   How does Morgan Stanley's total tax 365 work?

   • Using Morgan Stanley’s Total Tax 365, your Financial Advisor can help you “harvest” any losses year-round to offset capital gains. In addition, Morgan Stanley’s sophisticated tax-management platform lets you design your own tax-loss harvesting experience.

   How to Help Reduce Tax Liabilities | Morgan Stanley

   www.morganstanley.com/articles/how-to-protect-your-income

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   What is total tax 365?

   • Total Tax 365: Tax-Smart Investing. All Year Long. Taxes act as a drag on your investment performance that can be heavier than any fee you pay. But they might also be the easiest to reduce, with the right strategies in place.

   Tax-Smart Investing: Total Tax 365 | Morgan Stanley

   www.morganstanley.com/what-we-do/wealth-management/total-tax-365-tax-managed-investing

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   Does Morgan Stanley provide tax or legal advice?

   • Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.

   Tax Efficient Investing and Financial Planning | Morgan Stanley

   www.morganstanley.com/Themes/tax-efficient-investing-financial-planning

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   Does Morgan Stanley Smith Barney LLC offer tax management services?

   • Review the Morgan Stanley Smith Barney LLC Select UMA ADV brochure carefully with your tax advisor. Tax Management Services are not available for all accounts or clients and may adversely impact account performance. Tax Management Services do not constitute tax advice or a complete tax-sensitive investment management program.

   How to Help Reduce Tax Liabilities | Morgan Stanley

   www.morganstanley.com/articles/how-to-protect-your-income

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   What can a Morgan Stanley financial advisor do for You?

   • In addition, if you have complex tax planning needs, your Morgan Stanley Financial Advisor can connect you to experienced tax professionals from U.S.-based providers across the country to help ensure your tax strategy is optimized. Connect with your Morgan Stanley Financial Advisor to learn more.

   How to Help Reduce Tax Liabilities | Morgan Stanley

   www.morganstanley.com/articles/how-to-protect-your-income

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   How does Morgan Stanley's intelligent withdrawals tool work?

   • Morgan Stanley’s Intelligent Withdrawals tool uses sophisticated analysis across all of your accounts to quickly find a withdrawal strategy that may help reduce the taxes you may owe. Build a More Tax-Efficient Portfolio. Find a Morgan Stanley Financial Advisor Who Can Help.

   Tax-Smart Investing: Total Tax 365 | Morgan Stanley

   www.morganstanley.com/what-we-do/wealth-management/total-tax-365-tax-managed-investing

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8. www.morganstanley.com › articles › how-to-protectHow to Help Reduce Tax Liabilities | Morgan Stanley

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   Oct 23, 2024 · Learn how Morgan Stanley Tax Management Services can help efficiently manage your capital gains with a complimentary and fully personalized experience. 1. Employ Tax-Loss Harvesting. Tax-loss harvesting is a tax-efficient investing strategy that can help minimize the amount of capital gains taxes you have to pay on your investments. Capital ...