Fidelity: Tax tips for traders

Different rates, cost basis, and more on taxes to think about if you actively trade.

ACTIVE INVESTOR WEEKLY EDITION: December 10, 2021 View in a browser

FIDELITY VIEWPOINTS® WEEKLY EDITION: December 10, 2021

Tax tips for traders Different rates, cost basis, and more on taxes to think about if you actively trade. Read more CHART OF THE WEEK Online retail sales peaking? The percentage of online sales jumped during the early days of the COVID-19 pandemic, but appears to have moderated in recent months. Read more INVESTING IDEAS Take on inflation with dividend stocks Stocks that can boost dividends during periods of high inflation may outperform. Read more PERSONAL FINANCE Are you a spender or a saver? Some simple life hacks can help you find a balanced approach to your spending and saving. Read more PERSONAL FINANCE How to ask for gifts to a 529 account Your friends and family are likely planning to give gifts—why not ask for the give of education? Read more PODCAST Fresh Invest: Leveling up Listen in on a brief overview of some of the trickier investing techniques, including swaps, fractional shares, and investing on margin. Listen now OPTIONS Exercising your options Dan Nathan, Principal at RiskReversal, explains what exercising options means, plus he shares his latest tactical trading ideas. Read more

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Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request. 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. Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal. Past performance is no guarantee of future results. RiskReversal Advisors and Fidelity Investments are independent entities and are not legally affiliated.

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