Nancy Dollar Speaking at Morgan Stanley's Tax Wise Investing Series
Webinar
February 26 | 12:00 PM - 1:30 PM PST
Learn about key strategies:
- What is a stock exchange fund?
- What is private placement life insurance or variable annuity?
- What is a 1031 Real estate Exchange Fund?
- What is Qualified Small Business Stock?
- What is a Legacy Income Trust?
- Smart strategies to grow after-tax wealth in 2025.
- A new year presents an opportunity to review and consider your investment strategies.
- Appreciated assets present a risk and an opportunity.
- What goes up in value, can often come down in value. Selling to diversify can be tax inefficient.
- Consider tax wise investment strategies.
Five Strategies to consider for Tax Wise Investing
- Tax deferred exchanges for appreciated stock: Do you have highly appreciated, low tax cost basis stock, and wish you could lock in those gains and diversify but fear the capital gains tax. Learn about a strategy using Stock Exchange Funds?
- Annuities and life insurance: Have your investments generated strong returns, but in a tax inefficient manner, and less after-tax wealth to grow and compound?
- Tax deferred exchanges for real estate: Have you grown tired of managing your income generating appreciated rental property and wish you could keep the income but rid yourself of the landlord job?
- Qualified Small Business Stock: Have you founded or invested in a potentially high growth business, which when sold will be the primary liquidity event of your life – financing your need, wants and family legacy?
- Charitable Remainder Trusts: Do you own a highly volatile asset that hit historically high value in 2024, and wish you could monetize that gain without incurring a capital gain tax, and perhaps share some of your good fortune with your favorite charity?
Nancy Dollar: "Tax Wise Investing Strategies for Savvy Investors"