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1. • Does not provide tax or legal advice

     • Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.
     www.morganstanley.com/Themes/tax-efficient-investing-financial-planning

     Tax Efficient Investing and Financial Planning - Morgan Stanley

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   Does Morgan Stanley provide tax or legal advice?

   • Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.

   Tax Efficient Investing and Financial Planning | Morgan Stanley

   www.morganstanley.com/Themes/tax-efficient-investing-financial-planning

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   Does Morgan Stanley Smith Barney LLC provide tax advice?

   • 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.

   Tax-Smart Investing: Total Tax 365 - Morgan Stanley

   www.morganstanley.com/what-we-do/wealth-management/total-tax-365-tax-managed-investing

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   Why should you choose a Morgan Stanley financial advisor?

   • In addition, if you have complex tax planning needs, your Morgan Stanley Financial Advisor can connect you with an experienced tax professionals at leading U.S.-based providers across the country to help optimize your tax strategy. The 60% limitation excludes giving to private non-operating foundations.

   Tax-Efficient Investing: 4 Key Questions to Ask | Morgan Stanley

   www.morganstanley.com/articles/tax-efficient-investing/

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   Is Morgan Stanley total tax 365 the easiest to reduce?

   • But they might also be the easiest to reduce, with the right strategies in place. Morgan Stanley Total Tax 365 offers a full spectrum of tax-efficient solutions to help mitigate the tax drag on your portfolio—so you can keep more of what you earn and improve after-tax returns.

   Tax-Smart Investing: Total Tax 365 - Morgan Stanley

   www.morganstanley.com/what-we-do/wealth-management/total-tax-365-tax-managed-investing

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3. www.morganstanley.com › Themes › taxTax Efficient Investing and Financial Planning - Morgan Stanley

   www.morganstanley.com › Themes › tax

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   Jul 19, 2023 · Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.

4. www.morganstanley.com › articles › tax-efficientTax-Efficient Investing 2024: Key Questions ... - Morgan Stanley

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   • How can I manage taxes on my current income? A good place to start is thinking about how you can minimize your taxable income. There are numerous ways to do so, but one key strategy is to save as much as you can in your tax-advantaged accounts, including a 401(k) plan and an individual retirement account (IRA).
   • How can I help minimize taxes on my investments? Taxable investment accounts, like a nonretirement brokerage account, may be a good idea for some investors who are looking to hold securities for more than a year.
   • How can I lessen the bite of taxes on my retirement savings? Just as you consider the impact of taxes while you’re working and saving up for retirement, it’s important to be strategic about taxes once you stop working full time and start living off of your nest egg.
   • How can I preserve more of my wealth for family or charity? Taking steps to minimize how much of your estate goes to taxes can allow you to leave a larger legacy to the people and causes you care about most.

5. www.morganstanley.com › what-we-do › wealthTax-Smart Investing: Total Tax 365 - Morgan Stanley

   www.morganstanley.com › what-we-do › wealth

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   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.

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7. advisor.morganstanley.com › c › articlesFive Reasons DIY Investors Choose Morgan Stanley Financial ...

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   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. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts and estate planning, charitable giving, philanthropic planning and other legal ...

8. advisor.morganstanley.com › the-ar-team › articlesTax-Smart Strategies for Your Retirement | Morgan Stanley

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   Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account.

9. advisor.morganstanley.com › david › documentsTax Planning and Preparation Referrals for Individual Clients

   advisor.morganstanley.com › david › documents

   Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC and its affiliates (collectively the “Firm”) and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for ...

10. www.morganstanley.ca › en › what-we-doFinancial Advisors | Morgan Stanley Wealth Management Canada

    www.morganstanley.ca › en › what-we-do

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    Planning for taxes is an important part of preserving and growing your wealth. Our Financial Advisors can help you consider tax-efficient investing strategies to help preserve wealth and reach your goals.