Morgan Stanley

Your Guide to Tax-Efficient Planning

The tax decisions you make today can help you save for years to come. Consider these smart tax strategies for your financial plan.

Spotlight: Consider a Tax Management Strategy


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.
Build a More Tax-Efficient Portfolio.  

Find a Morgan Stanley Financial Advisor Who Can Help.

 

Check the background of Our Firm and Investment Professionals on FINRA's Broker/Check.


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.
Help Keep More of What You’ve Saved for Retirement. 

Find a Morgan Stanley Financial Advisor Who Can Help.

 

Check the background of Our Firm and Investment Professionals on FINRA's Broker/Check.


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.
Maximize Your Tax-Efficient Giving. 

Find a Morgan Stanley Financial Advisor Who Can Help.

 

Check the background of Our Firm and Investment Professionals on FINRA's Broker/Check.


Tax Rates and Key Dates

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

Tax Calendar 2021

Keep this income tax timeline as you prepare this season.