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 Policy Updates | Tax-Efficient Investing |

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

Biden Tax Plan: Questions Answered

Jun 24, 2021

Tax-rate increases might be coming as part of the White House's federal spending plans. Here's what it could mean for investors.

Learn More

Wealth Management

State Tax Residency Considerations and Planning Tips

Hear how changes in residency may impact tax situations and learn tips to help navigate the complexities.

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

Mar 3, 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 26, 2020

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

Mar 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

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

Mar 16, 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

Oct 19, 2020

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

Wealth Management

INVEST FOR FUTURE EDUCATION EXPENSES

Sep 20, 2021

Learn about a tax-advantaged way to invest in a loved one’s education.

Tax Rates and Key Dates

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

September 2021

September 15 is the individual Q3 2021 estimated tax payment due date and September 30 is the final deadline for Trusts to file 2020 Tax Returns (if extension timely filed).

October 2021

October 15 is the final deadline for individuals to file a 2020 Tax Return (if extension timely filed).

December 2021

December 15 is the C-Corporation Q4 2021 estimated tax return payment due date.

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 Policy Updates | Tax-Efficient Investing |

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

Spotlight: Understand New Tax Policies

Biden Tax Plan: Questions Answered

State Tax Residency Considerations and Planning Tips

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 Policy Updates | Tax-Efficient Investing | Tax Strategies for Retirement | Tax-Smart Giving | Tax Rates and Key Dates

Biden Tax Plan: Questions Answered

State Tax Residency Considerations and Planning Tips

Tax Efficiency: 4 Key Questions to Ask

Tax Calendar 2021

Tax Tables 2021 edition

Gather your tax documents on morgan stanley online

Tax Policy Updates | Tax-Efficient Investing |

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