Tax management that is integrated into your investment process may help you grow your wealth and lead to better overall outcomes. When it comes to tax-aware investing, you should think ahead—not just at tax time, but throughout the investment process..
Capital gains taxes are a fact of life, especially in volatile markets. But working with your Financial Advisor you can work toward lowering your tax burden using Total Tax 365 strategies, like Direct Indexing.
Liquidating assets to meet a goal can be a land mine of tax risk. Your Financial Advisor can help you navigate the complexities with Total Tax 365 and Intelligent Withdrawals.
Talk to your Morgan Stanley Financial Advisor to start building a tax-smart portfolio tailored to your needs.
Check the background of our firm and investment professionals on FINRA's BrokerCheck.
Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals are urged to consult their personal tax or legal advisors to understand the tax and legal consequences of any actions, including any implementation of any strategies or investments described herein.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.