Tax-Smart Money Strategies Designed To Help Set You Up For Success | Fidelity Investments скачать в хорошем качестве

Tax-Smart Money Strategies Designed To Help Set You Up For Success | Fidelity Investments

Many of us only focus on taxes at the end of the calendar year or as we prepare our annual tax return. But there are many factors we may not be thinking about that could have tax implications throughout the year. Integrating tax-smart strategies into your holistic financial plan may help you lower your tax bill and give your money more of a chance to grow over the long term. Join Women Talk Money as we look at types of taxes we potentially need to consider, ways to help reduce our taxable income, tax-smart withdrawal strategies in retirement, and more. 00:00 Introductions 01:45 Different types of taxes: Income tax and capital gains 04:50 Taxation on interest 06:00 Taxation on non-employment income 07:25 How (and when) to create a plan for taxes 10:55 Some ways to reduce taxable income 15:35 Who to call for help (financial professionals and/or tax professionals) 19:15 Tax-smart investing moves 20:30 Triple-tax advantages of HSAs 22:30 Roth IRA tax-free withdrawals 23:40 Roth conversion and taxes 25:55 Fidelity’s tax-smart investing strategies 29:10 Tax-loss harvesting explained 30:50 Tax-smart strategies for retirement withdrawals 34:30 Traditional approach and proportional approach to withdrawals 35:45 RMD (required minimum distribution) and taxes 39:15 Wrap up Questions? Drop them below 👇 and we’ll reply right in the comments. Subscribe to the Women Talk Money community: https://www.fidelity.com/go/womens-in... Register for upcoming Women Talk Money events: https://fidelityevents.com/women-talk... • To see more videos, subscribe on YouTube:    / fidelityinvestments   • Follow Fidelity on Reddit:   / fidelityinvestments   • Follow Fidelity on Instagram:   / fidelityinvestments   • Follow Fidelity on TikTok:   / fidelityinvestments   • Follow Fidelity on Facebook:   / fidelityinvestments   • Follow Fidelity on LinkedIn:   / fidelity-investments   • Follow Fidelity on Discord:   / discord   • Ask Fidelity on X:   / fidelity   Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1190172.2.0