Retirement Goals: How to Achieve Yours

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I'm Saving For Retirement | I'm Transitioning Into Retirement |

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Wealth Management

What Kind of Retiree Do You Want to Be?

Mar 14, 2024

Whatever lifestyle you envision for retirement, it’s essential to plan ahead so that your nest egg will last.

Wealth Management

Are You Prepared for Retired Life?

May 2, 2023

Your retirement has the potential to be the most fulfilling period of your life–but you need to have a plan for your time as well as your finances.

Wealth Management

Why Your Home Can Be a Retirement Asset

If you’re willing to consider drawing down home equity—either by selling your home or borrowing against its value—it can dramatically change your retirement outlook.

Saving for Your Retirement: Plan for Your Future

While retirement may still be decades away, it’s essential to start planning and saving for the life you want. Find strategies below to help you stay on track.

Wealth Management

5 Common Myths about Retirement Planning

Even if you’re decades away from retirement, there’s no time like the present to start planning. Discover five common misconceptions to avoid and how to build healthy wealth habits today.

Wealth Management

YOU WORK HARD, MAKE YOUR 401(K) PLAN WORK HARDER

It’s important to determine how much money you may need to save for a comfortable retirement.

Wealth Management

A SIMPLE SIX-STEP RETIREMENT CHECKUP

When market volatility arises, checking in on your retirement plan may make a lot of sense.

Wealth Management

DO YOU KNOW WHERE YOUR RETIREMENT SAVINGS ARE?

Streamlining the account structure of your retirement assets may have a number of potential benefits.

Learn More About Our Retirement Solutions

Transitioning Into Retirement: Turn Savings Into Income

Retirement can be a big transition. Financially, it’s time to shift your focus from building your savings, to generating income and planning your spending. Consider the ideas below.

Wealth Management

YOU’RE READY FOR RETIREMENT. IS YOUR PORTFOLIO?

Learn how to help protect your nest egg during market volatility, including the potential role of annuities.

Wealth Management

5 MISTAKES TO AVOID IN RETIREMENT

How you plan your finances in retirement may be just as important as the process of saving for retirement.

Wealth Management

When Should You Take Social Security?

Deciding when to claim Social Security can have a significant effect on your retirement income. Learn how to help maximize your benefits.

Learn More About Our Retirement Solutions

Living in Retirement: Making Your Nest Egg Last

You’re enjoying life as a retiree – but have you taken all the steps needed to help ensure your money will last? Discover helpful strategies below.

Wealth Management

OVERCOMING YOUR 5 BIGGEST RETIREMENT CHALLENGES

While saving for a retirement is important, so is your plan of action once you enter retirement.

Wealth Management

Making the Most of Your Retirement Savings

Feb 27, 2023

Carefully managing distributions from your portfolio can save on taxes, leaving more money to spend.

Wealth Management

PLANNING FOR THE RISING COST OF HEALTH CARE

Health care costs are rising—especially for retirees, and many will need long-term care. Tips to prepare.

How Morgan Stanley Can Help You

What’s Your Retirement Destination?

Retirement planning is more than making the right investments. Align your financial goals to your lifestyle, today and all the days that follow.

GOALS-BASED WEALTH PLANNING

A wealth plan to help you meet your personal retirement goals, not an impersonal benchmark

Learn More

INCOME PROTECTION STRATEGIES

Strategies designed to create a steady, stable income to help last through your retirement years

Learn More

LONG TERM CARE & DISABILITY INSURANCE

Helping you plan for an uncertain future with a variety of products for managing risk

Learn More

Develop Your Retirement Roadmap.

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Please be advised that the selection of the Financial Advisors presented to you is done randomly and is based solely upon areas of focus that have been selected by the Financial Advisors themselves and upon their stated preferences or interests. Morgan Stanley makes no representation as to an individual Financial Advisorï¿½s experience and/or knowledge in the stated preferences or interests they have chosen. The preferences and interests that they have chosen have not been vetted by Morgan Stanley. Individuals are encouraged to consider their own unique needs and/or specific circumstances when selecting a Financial Advisor.

This material 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. The strategies and/or investments discussed in this material may not be appropriate for all investors. Morgan Stanley Wealth Management recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.

Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. 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.

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I'm Saving For Retirement | I'm Transitioning Into Retirement | I'm Living In Retirement

What Kind of Retiree Do You Want to Be?

Are You Prepared for Retired Life?

Why Your Home Can Be a Retirement Asset

GOALS-BASED WEALTH PLANNING

INCOME PROTECTION STRATEGIES

LONG TERM CARE & DISABILITY INSURANCE

I'm Saving For Retirement | I'm Transitioning Into Retirement |

I'm Living In Retirement