Eaton Vance Parametric Investment Tax Calculator 2021 Update Now Available


BOSTON, March 24, 2021 / PRNewswire / – Eaton Vance Management (Eaton Vance) and Parametric Portfolio Associates LLC (Parametric) today announced the availability of the 2021 update to the Eaton Vance Parametric Investment Tax Calculator at eatonvance.com/mytaxrate and parametricportfolio.com/mytaxrate. The Eaton Vance Parametric Investment Tax Calculator is designed to help U.S. taxpayers and their advisors better understand the income taxes they pay on their investment income and gains so they can make investment decisions. more informed investment. Based on user inputs on annual taxable income, tax reporting status and place of residence, the calculator determines the total tax rate – including federal, state and local income taxes. – which applies to an additional dollar from an investor in and out of the state. -interest income from state municipal bonds, interest income from the United States Treasury, other taxable interest income, eligible and non-eligible dividend income, net capital gains realized over time and over. short-term and withdrawals from qualifying pension plans.

Eaton Vance’s Parametric Investment Tax Calculator provides comprehensive coverage of federal, state, city, county and local income taxes applicable to investment income and gains of taxpayers resident in all 50 states and the District of Columbia. The current update reflects available adjustments to federal, state and local tax rates and income brackets for 2021, as well as changes in the treatment of taxable income and earnings taking effect this year. The updated calculator also allows investors to assess the potential impact on their taxes of increases in federal income tax rates proposed by President Biden during his presidential campaign.

Eaton Vance’s Parametric Investment Tax Calculator includes a suite of tools that enable taxpaying investors and their advisors to:

“Eaton Vance’s Parametric Investment Tax Calculator is a unique resource for advisors and their clients seeking to better understand how taxes affect the performance of their individual investments,” said Thomas E. Faust Jr., chairman of Morgan Stanley Investment Management. “With potentially significant changes in investment taxes on the horizon, this is an especially important time for investors to know their personal tax situation.”

“Parametric is pleased to make the Investment Tax Calculator and related suite of tax tools available to investors across America,” said Brian Lang Street, CEO of Parametric. “As a long-time leader in personalized, tax-efficient investment solutions, we welcome this opportunity to deepen our understanding of the importance of taxes on investments. “

About Eaton Vance
Eaton Vance, part of Morgan Stanley Investment Management, is a recognized leader in a wide range of income strategies, including floating rate bank loans, high yield bonds, emerging market debt, bank-backed securities. mortgages and municipal bonds. Within equities, Eaton Vance is a leading provider of tax management, equity income and option layering strategies. With a history dating back to 1924, Eaton Vance applies the principles of fundamental investing to the active management of equity, fixed and floating rate income, alternative and multi-asset portfolios on behalf of individual and institutional investors. Situated at Boston, Eaton Vance also has investment offices in London, Dublin, Tokyo and Singapore. For more information, visit eatonvance.com.

About parametric
Parametric, part of Morgan Stanley Investment Management, uses the science of investing to develop and manage systematic investment strategies and to implement customized portfolio solutions providing clients with targeted investment exposures with control. costs and taxes. Based on principles of intellectual rigor, ingenuity and transparency, Parametric seeks to deliver repeatable customer results with consistently high service levels and maximum efficiency. Parametric has been managing assets on behalf of institutions, high net worth individuals and fund investors for over 30 years. Based at Seattle, Parametric also has offices in Minneapolis, new York, Boston, Westport, Connecticut, and Sydney, Australia. For more information, visit parametricportfolio.com.

The release of the Eaton Vance Parametric Investment Tax Calculator is for educational purposes only and should not be construed as investment, legal or tax advice. It is intended for use by U.S. taxpayers residing in all 50 states or District of Colombia, and does not apply to trusts, estates, corporations or persons subject to special rules under federal, state or local tax laws. The stated tax treatment of investment income and gains applies to positions in securities held outside qualified pension plans and other tax-deferred or tax-exempt investment vehicles. The result is general in nature and is not intended to serve as the primary or sole basis for investment or tax planning decisions.

For more personalized information, you should consult your tax advisor or investment professional. You are solely responsible for all decisions you make based on the results of the Investment Tax Calculator. The calculator makes certain assumptions which may not apply to you. The calculator has many inherent limitations, and individual results may vary.

SOURCE Eaton Vance Management


Esther L. Steinbach