A BETTER STRATEGY
TO HELP REDUCE
YOUR TAX LIABILITY
FIDELITY WEALTH MANAGEMENT
While other fi rms may only use tax-loss harvesting at year-end, Fidelity uses multiple proactive tax-smart
investment techniques* across your managed portfolio throughout the entire year. That’s the value of
tax-smart investing.
Talk to a Fidelity advisor today.
FIDELITY.COM/TAXSMART | 800.FIDELITY
- Tax-smart investment techniques (including tax-loss harvesting) are applied in managing taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily
with respect to determining when assets in a client’s account should be bought or sold. Assets contributed may be sold for a taxable gain or loss. There are no guarantees as to the
eff ectiveness of the tax-smart investment techniques in serving to reduce or minimize a client’s overall tax liabilities, or as to the tax results that may be generated by a given transaction.
Fidelity does not provide tax advice. Consult your tax advisor regarding your specifi c situation.
Advisory services provided through Fidelity Personal and Workplace Advisors LLC, a registered investment adviser. Brokerage services provided through Fidelity Brokerage Services LLC.
Both are Fidelity Investments companies.
Investing involves risk, including risk of loss.
Investment minimums apply.
Fidelity Brokerage Services LLC, Member NYSE, SIPC
© 2020 FMR LLC. All rights reserved. 919152.1.
Ongoing
Strategies
TRANSITION
MANAGEMENT
HARVEST
TAX LOSSES
MANAGE
EXPOSURE TO
DISTRIBUTIONS
INVEST IN
MUNICIPAL
BOND FUNDS
OR ETFs
TAX-SMART
WITHDRAWALS
DEFER
REALIZATION OF
SHORT-TERM
GAINS
