![]() ![]() Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. ![]() Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.ġMorgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.ĢInvestors should consider many factors before deciding which 529 plan is appropriate. Morgan Stanley was founded in 1924 and is headquartered in New York, New York.Certified Financial Planner Board of Standards, Inc. ![]() The Investment Management segment provides various investment strategies and products comprising equity, fixed income, liquidity, and alternative/other products to defined benefit/defined contribution plans, foundations, endowments, government entities, sovereign wealth funds, insurance companies, and third-party fund sponsors and corporations through a network of institutional and intermediary channels. The Wealth Management segment offers various financial services and solutions covering brokerage and investment advisory services, financial and wealth planning services, annuity and insurance products, credit and other lending products, and banking and retirement plan services to individual investors and small to medium-sized businesses/institutions. This segment also provides sales and trading services, such as sales, financing, prime brokerage, and market-making services in equity securities and fixed income products consisting of foreign exchange and commodities corporate loans, commercial and residential mortgage lending, and asset-backed lending financing for equities and commodities customers, and municipalities and investment and research services. The Institutional Securities segment offers capital raising and financial advisory services, including services related to the underwriting of debt, equity, and other securities, as well as advice on mergers and acquisitions, restructurings, real estate, and project finance. The company operates Institutional Securities, Wealth Management, and Investment Management segments. Morgan Stanley, a financial holding company, provides various financial products and services to corporations, governments, financial institutions, and individuals in the Americas, Europe, the Middle East, Africa, and Asia. ![]()
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