The New Yorker - 18.11.2019

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TAX SEASON


IS 365 DAYS


A YEAR


While other fi rms may only use tax-loss harvesting at year-end,
Fidelity uses multiple personalized strategies across your
managed portfolio throughout the entire year. We off er:

FIDELITY WEALTH MANAGEMENT


Talk to a Fidelity advisor today about tax-smart investing
FIDELITY.COM/TAXSMART | 800.FIDELITY

Investing involves risk, including risk of loss.
Investment minimums apply.
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Tax-Smart Investing Strategies

Ongoing Review for Tax-Loss Harvesting

Ongoing Investing with National and State-Specifi c Municipal Bonds

Ongoing Capital Gains Management

Seasonal Distribution Management

Ongoing Transition of Eligible Assets
Free download pdf