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.
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.
« Tax Advisers Expect More than a Third of Clients to Convert to Roth IRA