2 U.S. Department of Labor Navigating the Demands of Work and Eldercare 2022
3 AARP. Caregiving Out-of-pocket Costs Study 2021
4 AARP. Tax Tips and Deductions for Family Caregivers 2021
5 Caregivers Action Network. https://www.caregiveraction.org/ 2022
6 Administration for Community Living. National Family Caregiver Support Program 2022
7 Family Caregiver Alliance. Caregiver Statistics: Demographics 2022
8 Rosalynn Carter Institute Working While Caring: A National Survey of Caregiver Stress in the U.S. Workforce 2021
9 U.S. Office of Personnel Management What is an Employee Assistance Program 2022
10 U.S. Office of Personnel Management Dependent Care FSA 2022
This article has been prepared for informational purposes only. The information and data in the article have been obtained from sources outside of Morgan Stanley. Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of the information or data from sources outside of Morgan Stanley. This article does not provide individually tailored investment advice and 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 article may not be appropriate for all investors. Morgan Stanley 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.
Individuals should consult their personal tax and legal advisors before making any tax- or legal-related decisions. 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.
Not all products and services discussed are available at Morgan Stanley.
Morgan Stanley at Work services are provided by Morgan Stanley Smith Barney LLC, member SIPC, and/or its affiliates, all wholly owned subsidiaries of Morgan Stanley.
©2022 Morgan Stanley Smith Barney LLC. Member SIPC.