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The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan. Spotlight: What is Total Tax 365? n/a Wealth Management Tax-Smart Ways to Diversify A portfolio concentrated in a single stock poses risk. Here are four tax-...
Another tax-smart way to give is through acharitable remainder trust or a charitable lead trust. Both irrevocable trusts can be funded with a gift of cash or noncash assets. The difference between the two types is when you want your donation to go to charity. ...
Offers advice to investors on how to deal with taxes on stock investments. Determining tax implications of any investment decision; Taxes on capital gains for investments of less than and more than one year; Decline...
Tax-loss harvesting can be worthwhile but it's not suitable for all investors and it should be part of a combined investment and tax strategy. It's best to seek the advice of a tax professional when engaging in this strategy given the legal complexities that can be involved. ...
For most families, paying for college is not as simple as writing a check each quarter. Instead, it’s an amalgamation of financial aid, scholarships, grants, and money that the child has earned as well as money that parents and grandparents have contributed to tax-smart colle...
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is the manager of the 529 Plan and is responsible for its administration, distribution and investment management. Morgan Stanley does not provide tax and/or legal advice to investors in the 529 Plan. Investors should consult their personal tax...
With these options, you have several smart ways to invest your tax refund based on your financial goals. Whether it’s building an emergency fund, paying off debt, saving for retirement or education, or giving back through gifting, just make sure to choose the strategy that aligns with your...
Whether you need tax planning, tax advice or tax preparation you'll find what you're looking for at Smart Tax Advisor. Call 508-853-3292 today.