Скачать с ютуб Tax Strategies To Consider For Your Portfolio - 4/2/24 | Market Sense | Fidelity Investments в хорошем качестве

Tax Strategies To Consider For Your Portfolio - 4/2/24 | Market Sense | Fidelity Investments

The Market Sense team discusses tax-sensitive strategies designed to help keep more money in your portfolio and explain how our Fidelity professionals can help. Plus, they provide an economic “check-up" with the release of several new key gauges of economic data including some new inflation numbers. Fidelity does not provide tax advice. 00:00 Intro 03:02 How much longer could the bull market last? 05:34 Are we backing up into a mid-cycle? 09:06 How taxes can impact your portfolio 11:47 Getting organized 13:45 Tax loss harvesting strategy & “the wash sale rule” 16:03 Tax impacts on you and your beneficiaries 17:44 “Timmer’s Take” Questions? Drop them below 👇 and we’ll reply right in the comments. Like what you see? Add Market Sense to your calendar every Tuesday! https://www.fidelity.com/learning-cen... Subscribe to Fidelity Viewpoints: https://www.fidelity.com/signup/viewp... • To see more videos, subscribe on YouTube:    / fidelity   • Follow Fidelity on Reddit:   / fidelityinvestments   • Follow Fidelity on Instagram:   / fidelity   • Follow Fidelity on TikTok:   / fidelity   • Follow Fidelity on Facebook:   / fidelityinvestments   • Follow Fidelity on X (Twitter):   / fidelity   • Follow Fidelity on LinkedIn:   / fidelity-investments   • Follow Fidelity on Discord:   / discord   • Follow Fidelity on Pinterest:   / fidelityinvestments   Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 DISCLAIMER: For workplace use, business to assume risk of promoting. 923295.317.1