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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
Diversify your position to manage risk. Action. Our...
- How to Help Reduce Tax Liabilities
Using Morgan Stanley’s Total Tax 365, your Financial Advisor...
- Morgan Stanley Total Tax 365
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.
- Carry Your Losses Forward
- Minimize Taxes on Foreign Investments
- Maximize Your Health Savings Account Savings
- Take Advantage of Higher Estate and Gift Tax Exemption
- How A Financial Professional Can Help
Another strategy to consider is carrying over capital losses from one year to offset capital gains in another year. If you have offset all your capital gains and still have capital losses remaining, you can potentially apply up to $3,000 of capital losses to offset your ordinary income, thereby further reducing this year’s tax liability. If you hav...
Do you hold international securities in your investment accounts? Investors holding international securities are often subject to withholding taxes by foreign governments on investment income (dividends and interest). If double taxation treaties exist between the country where you reside and where the issuer of the security is based, you may be ent...
If you are enrolled in a qualifying high-deductible health plan (HDHP), you may be eligible to contribute to a Health Savings Account (HSA). The funds you contribute to an HSA are generally tax deductible if directly made by you or, if allowed by your employer, may be made by pre-tax salary reduction contributions by your employer. Any earnings in ...
The 2024 federal estate and gift tax exemption is $13.61 million per individual or $27.22 million for a married couple. These higher exemption amounts were provisioned for in the 2017 Tax Cuts and Jobs Act and are currently set to expire after December 31, 2025, when they would revert back to the pre-2018 exemption level of $5 million for an indivi...
With Total Tax 365, your Financial Advisor can integrate tax aware solutions, including Tax Management Services, into your investment plan to help you minimize the impact of taxes in your portfolio. In addition, if you have complex tax planning needs, your Morgan Stanley Financial Advisor can connect you to experienced tax professionals from U.S.-b...
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.
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
Jul 19, 2023 · Establishing a tax management strategy for your investments may help you keep more of your returns. Build a More Tax-Efficient Portfolio. Find a Morgan Stanley Financial Advisor Who Can Help. Check the background of Our Firm and Investment Professionals on FINRA's Broker/Check. Enter Zip Code.
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Morgan Stanley can offer more tax-efficient investment strategies and solutions than ever before. Learn how. https://mgstn.ly/3O54WRy
