Last-minute tax tips

Plus, why your portfolio may be underperforming.

November 21, 2024 View in a browser

FIDELITY VIEWPOINTS® WEEKLY EDITION: November 21, 2024

12 tax moves for 2024 The clock is ticking on Roth conversions, tax-loss harvesting, and more. Act now The case for dividend stocks now These high-quality stocks may offer a sweet spot in the current market. Get income Don’t risk a tax penalty on 2024 RMDs Missing RMDs is costly. Get clear on this year’s deadlines and amounts. Click for details 3 reasons why your portfolio may be underperforming These drags on performance can be easy to miss. Learn more 8 tax-smart charitable strategies Maximize your tax savings and your impact with these approaches. Give and save Year-end tips to boost your impact Learn from Fidelity thought leaders at our event on December 3, 2024, 12:00 p.m. – 12:30 p.m. ET, about how to make a difference while harnessing year-end tax incentives. Register now Looking for help with your money? Fidelity can help you identify your goals and build a plan to get there. Connect with us

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