Fidelity Executive Services | Fidelity

Using equity to pursue your financial goals

Building wealth with equity: The potential risks and rewards.

Managing capital gains with tax-loss harvesting

Does selling an investment at a loss make sense?

Estate planning basics

Gaining greater control over your legacy.

Upcoming Executive Services events

Join one of our live webinar sessions on topics relevant to you.

Ready for the next step?

Schedule an appointment with your dedicated Executive Services team.

Four questions to ask about your NQDC plan

Is NQDC the right tool to help you meet your goal?

The pros and cons of NQDC plans

Learn how NQDC plans work before you enroll.

Strategies for NQDC distributions

Ways to turn distributions to your advantage.

Using NQDC to pursue your financial goals

Understand the potential risks and rewards.

Deepening your impact with charitable giving

Tax efficient ways to fund your charitable giving.

4 time-saving tax management tips

Steps to help improve your financial position.

Understanding a Roth in-plan conversion

Potentially tax-free retirement income.

Knowing when to exercise stock options

Learn which factors are important to consider.

Safeguarding your digital life

Cybercriminals are targeting executives--here's how to protect yourself.

Guide to working less and living more

Consider our 5 key steps in pursuit of semi-retirement bliss.

Will inflation deflate your retirement?

With a plan in place, rising costs might not be as big a threat to your retirement income—and lifestyle—as you fear.

50 or older? 4 ways to catch up your savings

Learn ways to save more in tax-advantaged retirement accounts.

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Unplanned early retirement?

How to bridge the gap between when your paycheck stops and Social Security starts.

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Down markets and retirees

If you are living off your savings, you may need a strategy to deal with down markets.

Stocks: What's next?

With Election Day over, here's why fiscal policy could be key.

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The guide to diversification

Build a solid investment strategy to help realize your goals.

How not to overpay for bonds

How much brokers charge can vary widely—and impact returns. Learn how to shop smart.

Key signals investors may be missing

Investors might be overlooking important market signals, which look bullish for these 3 areas.

What is a separately managed account and how does it work?

A separately managed account can help you focus on an objective you may want to outsource in the overall management of your investments.

A surprising opportunity in Treasurys

Despite the Fed's interest rate cut, these bonds can still offer attractive income.

Economic outlook: Fourth quarter 2024

Falling bond yields propelled equities and broad asset gains.

3 reasons your portfolio may be underperforming

These drags on performance can be easy to miss.

3 ways to plan for unexpected retirement

When your retirement outlook changes it's possible to chart a path forward.

Investing with confidence

A well-designed plan can help you calmly handle uncertainty and volatility.

6 steps to building a long-term investment strategy

A good plan is one you can stick to.

Medigap must-knows

See if Medigap supplemental insurance makes sense for you.

5 questions to ask an advisor

Use these tips to get more out of your meetings.

Invested in the right kind of accounts?

See how tax-smart asset location can potentially help improve after-tax returns.

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3 reasons to contribute to an IRA

Saving in an IRA comes with tax benefits that can help grow your money.

7 things to know about IRAs

If you don't already know these 7 facts about IRAs, you may be missing out.

Investing ideas for your IRA

Consider a higher allocation to stocks and stock mutual funds if retirement is many years away.

Traditional or Roth IRA?

Examining your spending habits may help you choose between a Roth or traditional IRA.

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Backdoor Roth IRA: Is it right for you?

A backdoor Roth IRA could benefit high-income earners.

Fidelity Executive Services^℠

Find out how we can help with benefits optimization, tax education, and retirement planning.