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  1. www.morganstanley.com › myretirementMy Retirement | Morgan Stanley

    Easy Access to Your Morgan Stanley Retirement Plan Information. Use the Plan Participant or Plan Sponsor link below for Account Balance Information, Transactions, Fund Performance, Market Summary, Stock Quotes, and Investment Education provided by ADP.

  2. login.morganstanleyclientserv.comMorgan Stanley Online Log in - Wealth Management

    Log in to the Morgan Stanley Online Wealth Management site to seamlessly and securely manage your investments and everyday finances in one place.

  3. www.morganstanley.com › atwork › employeesEmployee Retirement Plans | Morgan Stanley at Work

    1. Understand Your Employer's Retirement Plan. 2. Optimize Employer Matching Contributions. 3. Take Advantage of Your Plan’s Benefits. 4. Diversify Your Investments. 5. Monitor and Adjust Regularly. Explore the retirement plan offered by your employer.

  4. advisor.morganstanley.com › the-caliber-group5 Mistakes to Avoid in Retirement | Morgan Stanley

    • You Apply for Social Security Benefits Too Early. You can apply for benefits at age 62, but the benefit you receive will be up to 30% less than it would be if you waited until what the Social Security Administration deems “full retirement age” (FRA).
    • You Fail to Take a More Conservative Investment Approach. When you were younger, you could invest more aggressively because you had time to recoup any losses you might have incurred.
    • You Spend the Way You Used To Spend. Hand in hand with a more conservative investment approach is a more conservative budget. You don’t necessarily have to compromise the retirement lifestyle you envisioned for yourself, but you do have to maintain a realistic view of your finances.
    • You Miscalculate Your Required Minimum Distributions. Generally, once you reach a certain age, you must take annual distributions—known as required minimum distributions (RMDs)—from your 401(k), Traditional IRA, Simplified Employee Pension (SEP) and SIMPLE IRAs or other qualified retirement plans, whether you need them or not (Roth IRAs and Roth 401(k)s are exempt from this requirement).3 The SECURE 2.0 Act of 2022 (“SECURE 2.0”), which was signed into law on December 29, 2022, increases the age at which required minimum distributions (“RMDs”) must commence from age 72 to age 73 in 2023 and to age 75 in 2033 (“RMD Age”).*

  5. advisor.morganstanley.com › the-colacci-groupA Simple Six-Step Retirement Checkup | Morgan Stanley

    Here’s a six-step retirement plan checkup that may be helpful, including how a Financial Advisor can help you adjust your plan as needed: 1. Determine where you stand. Find out whether the amount you’re saving and investing is on pace with the money you’ll need to retire (with some margin for error).

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  7. www.morganstanley.com › what-we-do › wealthOnline Financial Tools | Morgan Stanley

    Log into Morgan Stanley Online at morganstanley.com/online or the Morgan Stanley Mobile App.

  8. www.morganstanley.ca › en › what-we-doMorgan Stanley Access Direct

    Access Direct is your companion brokerage account to Morgan Stanley at Work. It allows you to integrate your equity proceeds with your everyday financial transactions.

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