It’s always good to be smart about taxes, no matter what stage of life you’re in. And Fidelity has the services, the products, the research capabilities and the tools to help you build and grow your investment portfolios so you can achieve financial success.
Fidelity Corporate Class funds are similar to mutual funds, but are held and taxed within a single corporation. This provides two key potential benefits:
• flexibility to rebalance your investment portfolio without triggering an immediate capital gain
• tax-deferred growth through the potential for reduced taxable distributions means more money staying in your account to grow
Fidelity T-SWP™ (Fidelity Tax-Smart Withdrawal Program) and T-SWP™ Class are designed to provide monthly, tax-efficient cash flow for non-registered investments.
Fidelity Capital Yield solutions help investors reduce investment risk while retaining tax-efficiency benefits.
Fidelity is an industry leader in the variety of investment classes we make available to investors with more than 100 tax-efficient investment options.
Learn about our latest tax-smart investments