Posts

Showing posts from February, 2024

7 tax-saving moves for 2024

Image
Plus, a new strategy for retirement income, money-losing IRA myths, investing opportunities from new weight-loss drugs, and more. February 22, 2024 View in a browser FIDELITY VIEWPOINTS ® WEEKLY EDITION: February 22, 2024 7 strategies to help cut your taxes this year Get these tax moves onto your radar now, so you can work them into your planning through the year. Make a move A new tax-savvy retirement income

Tax traps

Image
Don't fall for these 8 tax pitfalls this filing season. Plus, why the time may be ripe for Treasurys, and estate planning moves to make before current limits expire. February 15, 2024 View in a browser FIDELITY VIEWPOINTS ® WEEKLY EDITION: February 15, 2024 8 tax traps to avoid this filing season Steering clear of these pitfalls could help avoid a letter from the IRS—and potentially boost your refund. Mind the trap

Lock it down

Image
With CD rates so good, they may be worth the commitment. Plus, the amazing benefits of working a few more years, and surprising investing themes to consider now. February 08, 2024 View in a browser FIDELITY VIEWPOINTS ® WEEKLY EDITION: February 08, 2024 Why to consider locking down today's CD rates CDs are a commitment. But with interest rates so high right now, these FDIC-insured investments might be worth a serious look. Lock it down