Morgan Stanley

Tax-Aware Strategies for Your Wealth Plan

The tax decisions you make today can help you save for years to come. Use these resources and ideas to help you get started.

Tax Planning Checklists

It’s never too late to start incorporating tax efficient strategies into your wealth plan. These checklists can help.

Tax Rates and Dates

Download these resources to keep up-to-date on important tax information.

Tax Ideas

Taxes are complex. But with the right information, you can better understand your options and make tax-efficient choices. These ideas can help.

More Resources to Help You Build and Protect Your Wealth

* Source: https://www.irs.gov/newsroom/tax-day-now-july-15-treasury-irs-extend-filing-deadline-and-federal-tax-payments-regardless-of-amount-owed

Disclosures

This material has been prepared for informational purposes only. It does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Morgan Stanley Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients 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.

Tax Planning, Tax Preparation, Tax Reclamation and Trust Services are provided by the third parties who are not affiliated with Morgan Stanley. Neither Morgan Stanley nor its affiliates are the provider of such services and will not have any input or responsibility concerning a client’s eligibility for, or the terms and conditions associated with, these services. Neither Morgan Stanley nor its affiliates shall be responsible for content of any advice or services provided by the unaffiliated third parties. Morgan Stanley or its affiliates may participate in transactions on a basis separate from the referral of clients to these third parties and may receive compensation in connection with referrals made to them.

Investing in the markets entails the risk of market volatility. The value of all types of securities, including mutual funds and exchange-traded funds, may increase or decrease over varying time periods. Diversification and asset allocation do not assure a profit or protect against loss. Past performance is not a guarantee of future results. Rebalancing does not protect against a loss in declining financial markets. There may be a potential tax implication with a rebalancing strategy. Clients should consult their tax advisor before implementing such a strategy. Please see the Morgan Stanley Select UMA Form ADV Wrap Fee Brochure (the “Morgan Stanley ADV”) for more information on the Select UMA Investment Advisory Program. The Morgan Stanley ADV is online at www.morganstanley.com/ADV .

Morgan Stanley offers investment program services through a variety of investment programs, which are opened pursuant to written client agreements. Each program offers investment managers, funds and features that are not available in other programs; conversely, some investment managers, funds or investment strategies may be available in more than one program. Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on a client’s specific investment objectives and financial position, may not be appropriate for the client. Please see the applicable program disclosure document for more information, available at www.morganstanley.com/ADV or from your Financial Advisor.

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CRC #3008898 (03/2020) 

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