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Fidelity Investments Executives Available To Provide Tips For
Year-End Financial Planning
WHAT:
Many investors consider the end of the year an ideal time to get their financial house in order. Before the calendar turns from 2003 to 2004, Fidelity Investments recommends investors take advantage of this year's tax opportunities and maximize savings potential
next year.
WHO:
Fidelity executives are available to discuss strategies to help investors meet their
financial goals. Topics include:
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Investing for Retirement: How early contributions to an IRA make a difference,
why it may be a good time to convert from a Traditional IRA to a Roth IRA and
how workers can further increase retirement savings opportunities through 401(k)s. |
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Planning for Income in Retirement: What steps investors should take now and
which investing solutions they should consider if they plan to retire in the coming
years.
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Consolidating Assets: Why investors should consider starting the New Year by
consolidating retirement accounts, such as a 401(k) from a previous employer, into a Rollover IRA.
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Managing Tax Burden: Why investors should do their homework before buying or
selling mutual fund shares and/or equity positions to manage their 2003 tax burden.
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Charitable Giving: What donors can do to support their favorite causes this holiday
season and earn a deduction for tax year 2003.
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Saving for College: How parents and grandparents can give the lasting, meaningful
gift of education this holiday season.
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CONTACT:
To arrange an interview, please contact Corporate Communications at (617) 563-5800.
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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 100 Summer Street, Boston, MA 02110
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