Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Products March 10, 2010
Fidelity to Offer Seminar on Tax-Diversified Retirement Portfolios
To help educate investors about the potential benefits of building a
tax-diversified retirement portfolio, Fidelity is launching a
"Tax-Smart Investing" seminar.
Reported by Rebecca Moore
The seminar, which will be offered at Fidelity’s investor centers across the U.S., covers three primary principles:
- choosing a savings strategy based on an assessment of current and anticipated future tax rates;
- selecting the appropriate saving vehicles (e.g., IRA, Roth 401(k)) for the saving strategy, taking into account the different tax advantages those vehicles provide; and
- matching investments with the appropriate vehicles, considering the tax treatments and expected rates of return that those investments may present.
In addition, Fidelity has published a new Viewpoints article that specifically addresses tax-efficient strategies for investors, regardless of whether they are saving for retirement or already retired. The article provides guidance on how to customize a tax strategy and addresses the question of when an investor should pay taxes on retirement assets.
The Seminar schedule is available at www.fidelity.com/taxcenter.
The article is available at www.fidelity.com/taxviews.
You Might Also Like:
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2023/05/31152213/PA-053123-Mariner-acquires-Spring-1456609501-web-450x315.jpg)
Mariner Announces Financial Wellness Platform Following Spring Acquisition
The wealth manager will now provide employers with a wellness platform that connects back to their wealth adviser services.
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2023/05/08133736/PA-050823-October-Three-Acquisition-1267296156-web-450x315.jpg)
October Three Consulting Acquires Retirement Learning Center
October Three expects its plan approach and thought leadership to combine well with RLC’s educational resources and guidance for advisers.
![PAIL23-Adviser-Choice-Feat-1640x640](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2023/03/01154533/PAIL23-Adviser-Choice-Feat-1640x640-1-450x315.jpg)
2023 PLANADVISER Adviser Choice Awards
PLANADVISER announces winners of its annual Adviser Choice Awards, to be handed out at the 2023 PLANADVISER Industry Leader Awards...