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Tax Smart Investing

Автор: Morgan Stanley

Загружено: 2023-01-05

Просмотров: 789

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As an investor, taxes matter more than you may realize.

Here’s how you can integrate tax planning in your investment decisions to help optimize your after-tax returns with your Morgan Stanley Financial Advisor, 365 days a year.

Go to our YouTube playlist for more videos: https://mgstn.ly/FinancialGoals

Learn more tax-smart investing strategies to help you lower your tax burden and grow your wealth here: https://mgstn.ly/3QhAqVW

Click to see how Morgan Stanley Financial Advisors can help you achieve your financial goals: https://mgstn.ly/3Zd8PJC

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. 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 .

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
CRC 5082344 (11/2022)

Tax Smart Investing

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