8 tax pitfalls to avoid

Plus, tips for navigating volatile markets, ETFs, Roths, and more.

March 06, 2025 View in a browser

FIDELITY VIEWPOINTS® WEEKLY EDITION: March 06, 2025

8 tax pitfalls to avoid Don’t let math errors, missed credits and deductions, and overlooked deadlines trip you up. Get it together Market Sense: Lessons from an investing veteran Fidelity’s Jurrien Timmer shares insights on tariffs, a potential government shutdown, and today’s markets. Watch now ETF ideas for 2025 Get fresh ideas on ETFs that focus on value stocks, generating income, and bonds. Find ETFs Is this Roth strategy for you? If you earn too much for a Roth, here’s how to make a backdoor conversion work. Show me the door How your nest egg compares For Baby Boomers and Gen X savers it’s more about the age when you’d like to retire. See how you rank 7 things you might not know about IRAs These strategies and tax benefits are often overlooked by investors. Must-know facts 6 tips to navigate volatile markets When markets get choppy, it pays to have an investing plan and to stick to it. Learn more Tax-smart moves Opening and funding a Fidelity IRA by April 15 could help reduce your taxable income for 2024. Open your IRA Fund your IRA

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