Insights Live: Tax-Smart Wealth Strategies

As your wealth grows, taxes can potentially make an enormous impact on your financial life—from your investments to your retirement income, your estate plan to your charitable giving. Join the Insights from Fidelity Wealth Management℠ team to hear ideas for applying a tax-smart mindset to your wealth.

Topics covered include:
-Developing a tax-smart investing approach through strategies like tax-loss harvesting and capital gains management
-Positioning assets across tax-deferred, tax-advantaged, and taxable accounts to improve your portfolio’s tax efficiency
-Employing charitable giving strategies that can help reduce your tax bill and support causes you care about
-Determining whether a Roth IRA conversion strategy could potentially benefit you and your tax situation
-Using trusts and annual gifting to help make the eventual transfer of your assets more tax-efficient

Questions? Drop them below 👇 and we’ll reply right in the comments.

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