Taxes can significantly reduce returns: it's not just what you earn but what you actually get to keep! Our Fidelity professionals discuss several tax-smart techniques and strategies. They also explain why mutual fund investors could get hit with high tax bills this year, even if they didn’t sell any funds, and offer strategies to help address those mutual fund bills.

00:00 Intro
01:45 2024 Election
03:43 Asset Location
06:12 Asset Location and Taxes
08:07 Common Mistakes with Asset Location
09:39 Mutual Funds and Capital Gains Distributions
13:47 How To Manage Capital Gains
15:25 Separately Managed Accounts (SMA)
17:46 Takeaways
18:30 What We’re Watching

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