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Help make your investing
more tax efficient.

Create a strategy to help manage, defer, and reduce taxes.

As part of an overall plan, managing how income is generated, choosing which accounts to invest in, and taking advantage of potential deductions could impact the amount paid in income taxes each year.

Learn more about tax-efficient investing
How to invest tax efficiently
Find ways to help create a strategy that defers, manages, and reduces taxes.
Read the Fidelity Viewpoints® article
Tax-Efficient Investing brochure
Create a plan to help manage, defer, and reduce income taxes.
Read now
Helping you create a plan
Manage
Manage the income taxes on investments.
  • Why asset location matters
Defer
Defer paying income taxes with tax-advantaged accounts.
  • Traditional or Roth IRA, or both?
Reduce
Reduce income taxes now or in the future.
  • Increase tax savings on charitable giving
  • 9 compelling benefits of a Roth IRA
  • How to spend from a 529 college plan

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.

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