Next steps to consider
You can add a wide range of cash management features to Fidelity accounts.
See steps to take and documents you’ll need to access survivor benefits.
Have important discussions about health, wealth, and legacy plans.
Talk with your loved ones about transferring assets and protecting your legacy.
This strategy can help reduce taxes.
Taxes can have a big impact as you pass on your 401(k).
Discover year-round tax planning strategies
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