The value of tax-smart investing techniques

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

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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)



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