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Investment Solutions Availability
Investment solutions available on Morgan Stanley wealth management platforms include Capital Group ETFs, Capital Group active SMAs customized by Parametric, Capital Group muni-SMAs, Capital Group active-passive models that include Vanguard funds, and a Capital Group tax-aware model portfolio.
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Tax-Aware Investment Guide
Clients want more tax efficiency. You need tools designed to help reduce tax drag on client portfolios. Discover how Morgan Stanley Total Tax 365 can help you recommend investment approaches guided by custom tax insights.
Insights and actionable ideas
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3 financial planning and tax moves to consider now
Tax-loss harvesting, charitable giving and retirement account maintenance can benefit your practice.
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How to harvest tax losses in pursuit of portfolio efficiency
Selling losing investments and selecting replacement assets can offset gains and reduce the tax liability of your clients.
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Help clients prepare for potential tax policy changes
Prepare clients for possible tax policy changes, with a focus on strategic gifting and consulting with legal and tax advisors.
The benefits of tax-aware investing
Offering tax-aware solutions can help you stand out in a competitive market while adding tangible value to your clients.
Don't let political drama sidetrack your planning
Capital Group’s Leslie Geller and Stacey Delich-Gould talk about ways to help clients manage potential tax changes to their advantage.