Morgan Stanley
Wealth Management

Total Tax 365

Taxes act as a drag on your investment performance that can be heavier than any fee you pay. But they can also be the easiest to reduce, with the right strategies in place. Morgan Stanley Total Tax 365 offers access to a full spectrum of tax-smart investment solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve your after-tax return.
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      Wealth Management

      Intelligent Withdrawals

      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.

      Source: Morgan Stanley Wealth Management

      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.

      Tax-Efficient Investing. All Year Long.

      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..

      Wealth Management

      By implementing tax-efficient strategies as part of your investment process you may increase potential portfolio returns and achieve your goals faster. Watch to learn more about how Morgan Stanley Total Tax 365 may help you save on taxes and keep more of what you earn.

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          Wealth Management

          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. 

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              Wealth Management

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                    It’s What You Keep That Counts

                    Connect with a Morgan Stanley Financial Advisor to explore tax-smart strategies that may help you keep more of what you earn.

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                    Disclosure:

                    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.

                    CRC#4935784 (09/2022)

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