Tax Efficient Investing and Financial Planning

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Careers Meet the Minds Breaking the Mold

Careers Explore Our Culture

Technology Yes, You Can Be a Tech Innovator at Morgan Stanley

Tax-Manage Your Investments | Tax-Efficient Investing |

Tax Strategies for Retirement | Tax-Smart Giving | Tax Rates and Key Dates

Wealth Management

Tax-Smart Ways to Sell Securities

Sep 29, 2021

How a new tool from Morgan Stanley may help investors tap their portfolios in tax-savvy ways.

Learn More

Wealth Management

Year-End Tax Planning Moves to Consider

Listen to this audiocast to learn helpful year-end tax planning tips and steps you can consider to help optimize your tax bill.

Wealth Management

Tax Efficiency: 4 Key Questions to Ask

Jul 30, 2021

These four questions can help you get more out of your next conversation about taxes with your financial and tax advisors.

Make Your Investments More Tax-Efficient

Tax-efficient investing techniques may help you lower your tax burden and increase your long-term wealth. Here are some strategies to consider.

Wealth Management

HELP REDUCE TAXES ON YOUR INCOME AND INVESTMENTS

Oct 21, 2021

There a variety of ways to help minimize taxes on your income and capital gains. Here are some.

Wealth Management

CONSIDER THE ROLE OF TAX-LOSS HARVESTING

Oct 21, 2021

Learn how some investors use tax-loss harvesting to opportunistically reduce their tax bills.

Wealth Management

Understand the impact of equity compensation on your tax filing

Jul 2, 2021

Here's what you need to know about how equity compensation is taxed—and what you'll need to file your taxes.

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.

Wealth Management

SAVE MORE FOR RETIREMENT–AND KEEP MORE OF WHAT YOU’VE SAVED

Nov 5, 2021

See how combining different tax-efficient strategies can help you reach your retirement goals.

Wealth Management

CAREFULLY MANAGE YOUR RETIREMENT DISTRIBUTIONS

Jan 12, 2021

Learn how a strategy known as income smoothing can help minimize taxation once you start tapping your retirement savings.

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.

Wealth Management

Give the Gift of Education Savings This Holiday Season

Nov 15, 2021

Looking for a more meaningful gift this holiday season? Consider giving your children or grandchildren the gift of learning—through a 529 plan.

Wealth Management

CONSIDER TAX-SAVVY WAYS TO HELP THE CAUSES AND PEOPLE YOU CARE FOR

Nov 8, 2021

If you’re inclined to help others, consider these tips to enhance your impact.

Wealth Management

THINK ABOUT GIVING BACK WITH A DONOR ADVISED FUND

Nov 1, 2021

Using a donor advised fund provides flexibility and may yield certain tax advantages. Here’s how.

Tax Rates and Key Dates

Understanding the latest tax rates and upcoming deadlines can help you prepare and stay on track throughout the year.

November 2021

No notable dates

December 15, 2021

The C-Corporation Q4 2021 estimated tax return payment due date.

December 31, 2021

The Q4 2021 tax-loss harvesting request deadline.

Wealth Management

Tax Calendar 2021

Review more key tax dates and deadlines that may be helpful to you.

Wealth Management

Tax Tables 2021 edition

Learn more about the tax rate schedule, potential deductions and other key information for this tax season.

Wealth Management

Gather your tax documents on morgan stanley online

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.

CRC#3458394 (03/2021)

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Your Guide to Tax-Efficient Planning

Tax-Manage Your Investments | Tax-Efficient Investing |

Tax Strategies for Retirement | Tax-Smart Giving | Tax Rates and Key Dates

Spotlight: Tax Management Strategies for Investors

Tax-Smart Ways to Sell Securities

Year-End Tax Planning Moves to Consider

Tax Efficiency: 4 Key Questions to Ask

Make Your Investments More Tax-Efficient

Lessen the Tax Bite on Your Retirement

Maximize the Impact of Your Giving

Tax Rates and Key Dates

Tax Calendar 2021

Tax Calendar 2021

Tax Tables 2021 edition

Gather your tax documents on morgan stanley online

Tax-Manage Your Investments | Tax-Efficient Investing | Tax Strategies for Retirement | Tax-Smart Giving | Tax Rates and Key Dates

Tax-Smart Ways to Sell Securities

Year-End Tax Planning Moves to Consider

Tax Efficiency: 4 Key Questions to Ask

Tax Calendar 2021

Tax Tables 2021 edition

Gather your tax documents on morgan stanley online

Tax-Manage Your Investments | Tax-Efficient Investing |

Tax Strategies for Retirement | Tax-Smart Giving | Tax Rates and Key Dates