Taxes: When less is more           

Helping you become more tax efficient with ETFs.

Thursday, September 26, 2019
Noon – 1:00 p.m. ET

Now more than ever, it's important to consider tax efficiency when building a portfolio. In 2018, 62% of mutual funds paid capital gains, creating liability for taxable investors.1 Ahead of tax season 2019, learn how taxes can create a drag on your portfolio, and how ETFs are designed to help reduce tax liability; only 6% of iShares ETFs have paid capital gains distributions over the past five years.2

Help reduce the bite taxes take from your portfolio so you'll have more to invest in the opportunities that matter to you. iShares ETFs offer tools to invest wherever you think there are opportunities — whether bonds, international exposures, or even 'megatrends' shaping the future, there’s an ETF for that.

Professionals from iShares and Fidelity will come together for an interactive discussion on taxes and ETFs, a walkthrough of Fidelity resources that can help, and some potentially tax-smart ways to get invested in the biggest opportunities you are seeing through iShares ETFs.


Charlie Fagan

Charlie Fagan

Vice President

Michael McCrary

Michael McCrary

Regional Brokerage Consultant
Fidelity Investments

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