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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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The value of tax-smart investing techniques

Learn techniques designed to help you keep more of what you earn.

Beginner
Financial Planning

Financial Planning

Financial Planning

Financial Planning

Financial Planning

Financial Planning

Having a comprehensive, personalized tax-smart investing strategy* can be key in helping you reduce your tax liability. In this recorded webinar, Fidelity Portfolio Manager Chris Fusé discussed Fidelity's tax-smart investing techniques used in our professionally managed accounts. He explored:

How taxes impact your portfolio
What strategies can help you plan for taxes
The impact tax laws can have on your portfolio

Because it's not just what you earn, it's what you keep.

Download transcript (PDF) | Download slides (PDF)

Read relevant legal disclosures

Important legal information about the e-mail you will be sending. By using this service, you agree to input your real e-mail address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an e-mail. All information you provide will be used by Fidelity solely for the purpose of sending the e-mail on your behalf.The subject line of the e-mail you send will be "Fidelity.com: "

Your e-mail has been sent.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

* Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction.

"Fidelity Managed Accounts" or "Fidelity managed accounts" refer to the discretionary investment management services provided through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. These services are provided for a fee. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS, and NFS are Fidelity Investments companies.

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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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