6 year-end money moves

Now is the time to get some of these financial tasks completed.

November 23, 2022 View in a browser

FIDELITY VIEWPOINTS® WEEKLY EDITION: November 23, 2022

6 year-end money moves to make now Taking some of these steps could help lower your 2022 taxes and make the most of workplace benefits, but the deadline is December 31. Read more ▸ Avoiding RMD pitfalls Get answers to the most vexing questions about taking required minimum distributions. Read more ▸ ETFs for bond investors Expert management and low costs may be a winning combo in today's bond markets. Read more ▸ Time to have a family money meeting? See how one family learned to be more open when talking about money. Read more ▸ 8 holiday party ideas for hosts on a budget Getting ready for the holidays? Show guests a good time without going broke. Read more ▸ Chart of the week Has revenge spending run its course? Holiday shoppers are expected to increase their spending this season, but not as much as the past 2 blockbuster years. Source: US Census Bureau, National Retail Federation Are you a spender or a saver? Video of the week Market Sense: Gifting and managing money Learn about gifting to a child's 529 plan and how that can have a meaningful impact on their future. Watch the video

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