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Footnotes:

1 IRS.gov, "Frequently Asked Questions on Gift Taxes." Available here: https://www.irs.gov/businesses/small-businesses-self-employed/frequently-asked-questions-on-gift-taxes.

2 College Board, “How to Start Saving for College,” 2023. Available here: https://bigfuture.collegeboard.org/pay-for-college/financial-aid-basics/how-to-start-saving-for-college.

3 Employee Benefit Research Institute and Greenwald Research. “2022 Workplace Wellness Survey.” October 2022. Available here: https://www.ebri.org/content/2022-ebri-financial-wellbeing-employer-survey-employee-satisfaction-and-retention-a-primary-focus.

Disclosures

Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals are urged to consult their personal tax or legal advisors to understand the tax and legal consequences of any actions, including any implementation of any strategies or investments described herein.

This material has been prepared for informational purposes only and is not an offer to buy or sell or a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Past performance is not necessarily a guide to future performance.  This material should not be viewed as advice or recommendations with respect to asset allocation or any particular investment.

Employee stock plan solutions are offered by E*TRADE Financial Corporate Services, Inc. and are part of Morgan Stanley at Work solutions. Securities products and services are offered by E*TRADE Securities LLC, Member SIPC.

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