Products March 10, 2010

Fidelity to Offer Seminar on Tax-diversified Retirement Portfolios

March 10, 2010 (PLANSPONSOR.com) - To help educate investors on the potential benefits of building a tax-diversified retirement portfolio, Fidelity is launching a new "Tax-Smart Investing" seminar.
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The seminar, which will be offered at Fidelity’s investor centers across the United States, 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.

 

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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 helps address the critical question of when an investor should pay taxes on retirement assets.

The Seminar schedule is at http://www.fidelity.com/taxcenter.

The article is available at http://www.fidelity.com/taxviews.

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