Tax-efficient investing techniques may help you lower your tax burden and increase your long-term wealth. Here are some strategies to consider.
Lessen the Tax Bite on Your Retirement
Taking steps to minimize the impact of taxes on your retirement portfolio can help you enjoy more of your nest egg. These ideas may help.
Maximize the Impact of Your Giving
Whether you want to donate to charity or invest in a loved-one’s future, there are tax‐aware ways to make your giving go further. Learn more here.
Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC ("Morgan Stanley"), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not "fiduciaries" (under the Investment Advisers Act of 1940, ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.