Estimate Time5 min

Event resources: Help boost your tax refund—and more tax-savvy tips

Key takeaways

  • Ways to make strategic contributions to tax-advantaged accounts to help you reduce taxes 
  • How tax-smart investing strategies, including asset location, tax-loss harvesting, and managing capital gains, can help you potentially keep more of your returns over time
  • Methods for putting any tax refund (or other cash windfalls) to work, from paying down debt to growing your savings to investing for long-term goals

We hope you enjoyed the Women Talk Money April 8 event: Help boost your tax refund—and more tax-savvy tips. Here are the resources and links shared during the event.

Event resources

Tax moves for last-minute filers
​5 questions to ask yourself before you file.​ ​ 

13 tax breaks you might not know about​
Read up on ways to potentially help save on taxes.​ ​ 

IRA contribution limits​
Find out what the limits are for 2025 and 2026.​ ​ 

Find a federal tax preparer​
Use this tool to research.​ ​ 

What to do with your tax refund​
9 ideas to help put any refund you may receive to use.​ ​ 

Tool: Match your goals to an account​
Not sure what account is right for you? Take a quick quiz to help you choose.​ ​ 

Learn more about charitable giving
Read our guide on giving back.​ ​ 

Money moves to help reduce taxes​
Take advantage of opportunities to help you keep more of what you make.​ 

Ways to work with us​
Explore how Fidelity can work with you to help create a plan and investment strategy, from digital options to 1-on-1 professional help and management.​​ ​ 

Read up on asset location​ 
How asset location may help reduce taxes.​ ​ 

5 ways to be a tax-smart investor​
Learn strategies that may help you keep more of what you earn.​ ​ 

Tax-loss harvesting tool​Log In Required
Fidelity customers can try this tool to see if they can help save on taxes while staying invested.​ ​ 

All about Roth conversions​
Watch a video that explains the difference between mega, backdoor, and Roth conversions.​ ​ 

Tax-savvy withdrawals in retirement
A resource to help you build a comprehensive plan for you and your loved ones.​ ​ 

Fidelity managed accounts
Learn more about investment management options.​ ​ ​ ​ ​ ​

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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.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

The third parties mentioned herein and Fidelity Investments are independent entities and are not legally affiliated.

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