Nick Yoo, VP of Personalized Wealth Management, joins us to discuss how Fidelity approaches tax efficient investing and other factors that investors can consider to potentially navigate the dynamic tax environment with more purpose. For Transcript, please visit https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/podcast-transcripts/Getting_Taxed_Episode_4.pdf

#5 – Shahira Knight, Managing Principal of Policy & Government Relations at Deloitte

Fidelity’s Erol Senel hosts discussions on important tax-related topics so you can make more informed and impactful decisions.

Please note: Fidelity doesn't give tax advice, and nothing we discussed today should be interpreted as tax advice. The information provided is going to be general in nature, and it may not apply to your specific situations. If you have questions about your specific situation, you should speak with a tax advisor.