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Manage Equity Compensation
Understand how stock options work and learn how to make the most of your equity compensation.

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Prepare for Retirement
Learn how to start saving early, build your financial roadmap and take advantage of your employer-sponsored plan to create the future you want.

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Navigating Change
Find out how transitions—yours and your company’s—may impact your equity awards and other workplace benefits.

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Tax Resources
Find tax-related insights, exclusive events, how to access your tax forms and more.

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Manage Equity Compensation

5 Considerations When Making a Plan for Your Equity Compensation

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You Work Hard, Make Your 401(k) Plan Work Harder

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Giving the Gift of Equity Compensation

Learn how gifting your equity compensation can have a positive impact on the causes you care about—and your tax bill.

Disclosures

Morgan Stanley at Work, Morgan Stanley Smith Barney LLC, and its affiliates, employees and Financial Advisors do not provide legal or tax advice. Individuals should consult with their tax/legal advisors before making any tax/legal-related investment decisions.

Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

CRC#6006001 (10/2023)

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