Tax-smart solutions

Tax-smart investment solutions are an important – and beneficial – part of your financial plan.

Tax-smart savings and investment choices

Fidelity Tax-Smart Solutions

During the years leading up to retirement, you’ll want to make sure your savings have good growth potential. Tax-efficient investing can help. As you get close to retirement, you’ll probably want to rebalance your portfolio and move into more conservative investments, to reduce risk. With Fidelity Corporate Class, you can do that tax-efficiently, too.

Maximize your savings
For non-registered savings, Fidelity’s Corporate Class offers you these two key potential benefits:

•   flexibility to rebalance your investment portfolio without triggering an immediate capital gain
•   tax-deferred growth through the potential for reduced taxable distributions means more money staying in your account to grow

 

Reduce investment risk

Keep your investments tax-efficient and lower your investment risk through Fidelity’s Capital Yield solutions.

Try the Fidelity Capital Yield calculator to see the after-tax return advantage of capital gains versus interest income.

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