The New Yorker - USA (2020-03-09)

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 Capital Gains Management

Ongoing Distribution Management

Ongoing Investing with National and State-Specifi c Municipal Bonds

Ongoing Transition of Eligible Assets

Ongoing Tax-Smart Withdrawals