Take on taxes

Get help to manage taxes, including investing, saving, and estate-planning tips.

Saving

Traditional or Roth IRA, or both?

Traditional and Roth IRAs offer different tax benefits. Learn which one may make sense for you.

Why asset location matters

Choosing the right account may help you keep more of your investing gains.

Roth IRA conversion: 7 things to know

Taxes, costs, and timing all play a role as you consider a Roth IRA conversion.

Investing

How to invest tax efficiently

Help reduce taxes by carefully choosing accounts, deductions, and how you earn income.

Tax-loss harvesting time

Learn 5 ways tax-loss harvesting might be able to help you lower your 2018 investment taxes.

Mutual fund taxes

Here's what you need to know about mutual funds distributions: the 5 types and their different tax implications.

Retirement income

Tax reform and retirees

The new tax law may mean lower federal income tax bills for many retirees.

Tax-savvy withdrawal strategies

Help minimize taxes and get the income you need when it's time to withdraw from your retirement accounts.

Smart retirement income strategies

Learn how to manage for inflation, market ups and downs, new expenses, and longevity in retirement.

Estate planning

Finding an estate planning attorney

See tips on how to select an estate planning attorney that can meet your specific needs.

Estate planning must dos

Choosing the right beneficiaries, accounts and forms of ownership is key to preserving your legacy.

Family estate planning

A comfortable conversation about your legacy is a key estate-planning step. Our expert offers pointers.

Next steps

Open or contribute to an IRA

Get tax advantages to help your savings potentially grow faster.

Get your tax information

Track year-to-date activity and get tax forms and tools.

Invest tax-efficiently

Learn about Fidelity's Portfolio Advisory Services.

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

Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

Investing involves risk, including risk of loss.

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